Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.simplifi.work/llms.txt

Use this file to discover all available pages before exploring further.

To import custom files, you must first make a template to support this. For this tutorial, we will use an example Excel file that looks like this:
2026 03 03 11 41 04
2026 03 03 11 31 32
  1. From the Our Profile tab, press File Import Templates
  2. Press Create New Template
You must then press Browse and upload the file you want to make a template for. This must be a delimited file. Delimited files are files where the data is structured by each line representing a record and each field being separated by a specific character such as a comma. If you are using excel, save your file as a CSV and upload this file.
If you try to upload a file that is not delimited, you will get an error
2026 03 03 11 45 11
After uploading you will be met by this screen. Here you can configure settings as appropriate. Some settings may be automatically filled in for you, such as the file delimiter (comma for CSV files).
  • B If your files will have headers (as does our example file) then you need to turn on this box. If this is a master record, turn on that box as well and if you want to start using this template in your organisation, press in use.
  • A Fields will have restrictions on the type of data that can be inputted including the length and format. You can view any of these under the field descriptions box. Select an import field to see the restrictions as well as a description of what this data does.
2026 03 03 11 53 52
Next you need to match up the columns to their corresponding fields. After you have completed this, press save import template.
2026 03 03 12 00 37
Now pressing on the Staff module, you press Import, then import the file you want to import and see that using the template now works! Note that to create an employee record as an absolute minimum, the following information is required: Employee Code or Payroll Code, First Name, Last Name, Email Address.