This article is for administrators.
To learn more about the associated data professional background and visibility, please refer to the following documentation: Tracking and management of an employee's professional professional background
- 📝 What file template should be used?
- 📥 What data is imported and how are duplicates avoided?
- 🙋🏻♂️ Questions
📝 What file template should be used?
The first step is to put your data in import format (Excel, CSV or Google Sheets). The import can then be done in two ways:
- Occasionally, by transmitting the import file to Elevo Support (support@elevo.io),
- with a daily synchronization, by depositing the same import file on a dedicated SFTP to be set up in advance with our teams.
📥 What data is imported and how are duplicates avoided?
- There is already a position with this start date ➡️ the existing data will be updated with the data present in the most recent import file,
- There is no position with this start date ➡️ the position will be added in the professional background.
💡 Note: In order to delete a line on Elevo, you will need to do it directly in the Product. Actually, this import only works by adding and/or replacing. A post present on Elevo in the employee profile but absent from the file will not result in the deletion of these data on Elevo.
🔎 Details of the import file
| Column label | Correspondence | Mandatory | Rules | Description |
| login | User ID | ✅ | Character set | Email or username |
| Job_title | Post | ✅ | Character set | Job title |
| remuneration_amount | Gross annual salary | ❌ |
Can be empty, cannot be equal to 0 |
Base salary (before taxes) |
| variable_remuneration_amount | Gross annual variable remuneration | ❌ | Can be empty, cannot be equal to 0 | Variable salary (before taxes) |
| currency | Currency | ✅ if the fixed or variable remuneration is filled |
Cannot be empty if fixed or variable remuneration is filled Values among the list of currencies |
Currency used for salary payment |
| start_date | Start date | ✅ |
Format: YYYY-MM-DD Must be prior to the end date |
Start date of the current post |
| end_date | End date | ❌ |
Format: YYYY-MM-DD Must be after the end date |
End date of the current post |
⚙️ Connecting to the Elevo SFTP server and dropping a file
The protocol used is SFTP (SSH File Transfer Protocol). Sessions must be established by you, whether it involves sending or receiving data. You will have a dedicated account, secured by an SSH key that you will have provided us. Elevo verifies that the login request originates from the company using an identification/authentication mechanism, which is performed using the encryption key. Additionally, a network whitelisting of the company outbound IPs is necessary.
The connection details to the SFTP server (domain name, port and username) will be provided by support@elevo.io. Once the connection is established, the files must be uploaded to the "/uploads/professional_background" folder.
Name of the file
The file name does not affect processing. Elevo will process all incoming files that are dropped into the correct folder on the SFTP server.
Errors encountered during import
| Error message | Description | Behavior |
| Missing value for 'login' | The "login" cell is empty for the row | The line is not imported |
| Missing value for ‘Job_title’ | The "job_title" cell is empty for the row | The line is not imported |
| Missing value for 'start_date' | The "start_date" cell is empty for the row | The line is not imported |
| The 'start date' already exists | 2 lines in the file have the same "start_date" for the same employee | The line is not imported |
| Incorrect date format | Incorrect date format | The line is not imported |
| end_date cannot be earlier than start_date | The end date cannot be earlier than the start date | The line is not imported |
| The remuneration must be separated by a comma (’,’) | The numbers must be separated by a comma | The line is not imported |
| Missing value for 'currency' | Missing value for the currency while a fixed or variable salary is entered | The line is not imported |
| User does not exist | This user is not present on Elevo | The line is not imported |
🙋🏻♂️ Questions
➡️ Is it possible to add or remove a post when synchronization is enabled?
It is indeed possible to add or remove a post with active synchronization. The synchronization will not overwrite what has been filled in manually.