Help centre / People and records
Bring your data over from another system
Import people, holiday balances and more from BrightHR, Breathe, CharlieHR, a spreadsheet and others, checked before anything is saved.
What you'll need: What you exported from your old system.
Go to People, then Bring your data over.
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Everything is checked before anything is saved, and you can undo an import afterwards.
Get it ready
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Step 1: Choose where it comes from: BrightHR, Breathe, CharlieHR, Personio, Factorial, Access PeopleHR, BrightPay, Sage HR, a spreadsheet or something else.
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Step 2: Upload what you exported: Excel, CSV or XML, and ZIPs of documents.
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Each file is virus-checked, read, then deleted.
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Step 3: Match each column to a field.
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Tick Remember these matches for next time.
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Step 4: Match values such as leave types or sites, then press Check everything.
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Step 5: Confirm any people matched on name and birthday only.
Check it and bring it over
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Step 1: Read the check.
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Leave out any line you don't want, or download the check.
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Step 2: Fixed something in your file?
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Press Check again.
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Step 3: Press Import now, and see what came over.
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Step 4: Press As a PDF for your accountant for what your old system said beside what KivoHR works out, on your company's paper.
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Step 5: Send your staff their sign-in invitations, now or later.
More detail
Holiday balances have their own import: Settings, Leave and holidays, Bring over holiday balances.
Stuck?
Health, equality or criminal-record details didn't come over
They stay behind on purpose. Say why they should come over, and press Bring it over.
I'd like someone to do it for me
Choose Ask our team to do it. Our team sees column headings and patterns only, for seven days, and you still press Import now. End their access stops it at any time.
I imported the wrong thing
Undo this import works for 30 days, as long as nothing the import added has been changed since.
Some people came up as possible matches
They share a name and birthday with someone already here. Say whether each is the same person or someone new.
Thanks. That helps us make the guides better.