What are Import Templates?
Import templates are pre-set sheets which map a column header to a Buddy value. These serve two primary purposes:
- standardisation of importation during onboarding (Adding and Importing Employee Data into Buddy)
- importation of client-provided data with the use of Workbooks
Import Templates
To access import templates, start by:
- Going to the Bureau (Advisor) page
- Click on Import Templates
This will show any templates created manually or through the use of the Import Mapping.
Creating Template
From the Import template page, click + Add Template
There, give the template a name and select the type (e.g., employee import, pay data, etc.).
Add as many columns as you'd like the sheet to have. For each column:
- Write a name for the Column Header
- Select a Field value that will be imported for that column
Default Values
Some importation types will suggest Default Values.
You can pre-set these so that any empty/missing columns will automatically utilise the Default Value.
Save & Edit Template
Once you are done with your template, click Save Template.
If you want to update the templates, you can return to the Import Templates page, find the respective template, and update it.