Moving from CharlieHR to KivoHR, step by step.

1. Best: as a Super Admin, go to Company → Settings → Request full account export. CharlieHR emails a link to a ZIP holding company.xml and a folder of documents for each person. (CharlieHR’s help)
2. Upload that ZIP within a week: CharlieHR deletes the export after seven days. (CharlieHR’s help)
3. Or the CSV: download your team from People as a CSV, with archived employees included. Dates are read day first (DD/MM/YYYY) or as YYYY-MM-DD, as CharlieHR writes them. (CharlieHR’s help)

Start a free trial, then go to People → Bring your data over and choose CharlieHR. Upload the files as they are: CSV, Excel, XML or a ZIP of documents.

KivoHR recognises CharlieHR’s export and matches its columns from a ready-made template. You check each match before anything is saved.

Then pair people up, check every change, and press Import. Each kind of record is counted against your file, and you can undo the import within 30 days while nothing it made has changed.

• People, their teams, managers and start dates.
• Salaries, with the date each came into effect, from the full export.
• Leave requests, with their type, dates, status and days used, from the full export.
• Documents, filed against each person from their folder in the ZIP.

1. Check holiday balances against CharlieHR before anyone books, as the import’s counts show what came across.
2. Invite your people. Each gets an email to set a password, then signs in on the web or the KivoHR app.
3. Record any right-to-work check that didn’t come across. The wizard works out each follow-up date and reminds you before it’s due.
4. Set up rotas and clocking, if you use them: a tablet kiosk, a QR code on the wall, or the app.

CharlieHR’s terms let either side end the agreement on 30 days’ written notice. Source, read 20 October 2026.

Keep CharlieHR running until you’ve checked the import: you can always export again.