Our project associates can import the following information:

• Personal, Job, and Notes tabs
• Emergency contacts
• Basic candidate data (resumes not available for importing)
• Benefit and dependent data (current calendar year only)
• Training tab, including completed trainings
• Time off balances, policy assignments, and requests (current calendar year only)
• Inactive employees (initial and tabular data only)
  • Benefits and Time Off imports are only available for active employees.
• Custom fields and tables

Importing services are charged at $300 per hour. Our Professional Services team will review your templates and provide you with a quote. 

Templates will be shared with you upon request for service. You can also download a template from your BambooHR account from the importing tool. 

If you would like to use our self-service importer, we have a step-by-step guide available called, Import Data into BambooHR. You can review this error guide if you run into any issues with your Import. If you need additional assistance with the import, please contact our support heroes, who can assist you with any errors. Grab a screenshot of the error screen and upload your template to your Files tab in BambooHR to help them troubleshoot. 

The turnaround time for importing services varies depending on demand and the size of your import. Typically, once payment is received your data is imported and available in your account within 3-5 business days. Your Professional Services Specialist will let you know if your import will have a different timeline. 

Please upload your completed templates to your BambooHR account’s Files tab. Your professional services specialist will add an “Information for BambooHR” folder to your account if you do not already have one. You can also add this folder to your account. 

To upload a new file, navigate to the Files tab and click Upload File.

The Employee # column must be completed on the template for us to import information. The Employee # is the unique identifier for the employee and applies to importing data into BambooHR.

If the employees to be imported are not in BambooHR yet, either active or inactive/terminated, we will need an "Initial Data" template completed to add their profiles for you. 

In most cases, yes. First, submit a support request detailing the issue. Depending on the error, tables may need to be reset to import the correct information. Our Support team will assist and collaborate with our professional services specialists to resolve the issue.

Changes to your templates after the importing request is reviewed will alter your quote and incur additional billing time.

Our project associates verify the data that was added to your account against the spreadsheets that you provided. They check to ensure that data matches the correct columns or fields and that it is a match to the correct employee. Please note, we import the data as provided. If incorrect employee data is provided, subsequent imports and edits to correct the errors will incur additional fees.