Importing Employee Data

When you first implement DPS and any other time when you need to add multiple employees, you can often accomplish that more quickly and efficiently if you export the information from the application in which you maintain employee information into a .CSV (comma-separated values) file and import it from that file into DPS.

For example, if you maintain employee information in a human resources application outside of DPS, it is likely that you can export that employee data into a .CSV file. If so, you can then import it into the DPS database, rather than adding each of the employees individually in the Employees hub in DPS.

How you import employee data depends on the DPS modules your company has activated:

• If either the Accounting module or the CRM+ module is activated, use the Data Import utility (Utilities > Utilities > Data Import in the desktop application). In this case, you cannot use the browser application to import employee data.
• If the Resource Planning module is activated but neither the Accounting module nor the CRM+ module is activated, use the employee data import options on the Imports form (Utilities > Imports & Exports in the browser application). In this case, you cannot use the desktop application to import employee data.
• If the CRM module is the only activated module, use the employee data import options on the Imports form (Utilities > Imports & Exports in the browser application). In this case, you cannot use the desktop application to import employee data.