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Import from Talexio

Bring people, leave balances and leave taken in from Talexio's People and Leave reports, as Excel or CSV, with columns matched and every change checked.

Talexio’s People and Leave reports download as Excel with the columns you pick. Squadra HR knows the names Talexio uses in its own upload templates.

Export from Talexio

Section titled “Export from Talexio”
  1. People: People > Reports. Include first and last name, employee code, work email, ID card number, NI number, tax status, date of birth, start date, end date, position, unit, cost centre, salary, salary basis, schedule type, probation end date and reports to.
  2. Leave balances (optional): Leave > Leave Schedule > Reports > Leave Balances, with employee code, leave type and balance.
  3. Leave taken (optional): the Full Leave Export, with employee code, leave type, date from and date to.

Import

Section titled “Import”

Open Company > Import data, choose Talexio and upload the files together, the people report first. A title row above the column names is fine. Check the matches, then review.

Talexio has an API, which its support team turns on per company, so the import starts from the reports.