Import Employee Data Using The Cross-Client Transfer Feature
You can import employee data from another Ocerli database using the cross-client transfer feature in Ocerli.
We’ve added a cross-client transfer option for organisations moving between Ocerli databases, or for employees moving between organisations with ease.
Once a file has been provided using the chosen secure file transfer method, you will need to check that the fields below have corresponding/matching entries for both the import file and the organisation the data is being imported into:
Please ensure these fields match exactly what is in the spreadsheet, or the import will fail.
- Organisation name
- Departments
- Organisation pay schedule (description)
- Working hours patterns (description)
Once these have been checked, please follow the steps below to import the data.