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Upload HRIS data

Add company data to users for filtering, reporting, and access control.

Updated this week

Overview

HRIS data allows you to enrich user profiles with company information such as department, region, or business unit.

This additional data can then be used for:

  • Filtering users

  • Dashboard segmentation

  • Access control setup

  • Reporting and analytics

You can upload HRIS data in two ways:

  • Automatically via SFTP (continuous sync)

  • Manually through the All Users table

Set up automatic HRIS integration (SFTP)

Continuously sync HRIS data from your system.

If you want your HRIS data to update automatically from your SFTP server, follow the HRIS integration guide in the developer documentation.

This setup ensures your employee data stays up to date without manual uploads.

Upload HRIS data manually

Import HRIS data using a CSV file.

If you do not have an active SFTP integration, you can upload HRIS data manually.

Important: Only an Account Owner can upload HRIS data.

To upload manually:

  1. Go to the All Users table

  2. Click the three dots in the upper-right corner

  3. Select Upload HRIS data

  4. Download the hris.csv example file or upload your prepared CSV file

File content requirements

Your CSV file must follow these rules:

  • Column 1: User email (this is the unique ID across the platform)

  • Column 2: first_name

  • Column 3: last_name

  • Row 1: Variable names (these will appear in filters, dashboards, and analytics)

  • Row 2: Data types

There are five supported data types:

  • keyword

  • date

  • numeric

  • name

  • email

Additional rules:

  • There must be one row per user

  • Numeric values must be valid numbers or decimals

  • If including team hierarchy, add a column named manager with data type email

Note: Variable names defined in the first row will appear throughout the platform in filtering fields, charts, tables, and analytics views.

Manager column rules

If you want to automatically create system teams based on reporting lines, include a manager column in your file.

  • The column name must be: manager

  • The data type must be: email

  • The value should contain the manager’s email address

If the manager field is empty, it means that user is a manager.

Example: If Maria’s email appears in Brian’s manager field, Maria is Brian’s manager.

How to format your CSV file correctly

To ensure your file uploads without issues:

  1. Copy your data into a Google Spreadsheet

  2. Save the spreadsheet as a CSV (Comma-Separated Values) file

  3. Upload the saved CSV file to the platform

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