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Import and export

Prepare and validate spreadsheet imports, apply approved changes and request campaign workbooks. The Import Center and Export Center exist only in legacy for now.

  • Functional guide: HR/manager workflows, employee availability, filters, mapping, validation and export selection.
  • Configuration guide: administrator responsibilities, permissions, activation and file/reference preparation.
  • Technical guide: architecture, routes, staged processing, data lifecycle and delivery contracts.

Import reports and campaign exports are different operations. Access and visible modules depend on company activation and permissions.

Last updated on 3 November 2026