---
title: Uploading employee data
description: Import organizational structure into Career Bird via HRIS sync or CSV template upload—employees, departments, roles and levels with validation and best practices.
---

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# Uploading employee data

![Screenshot 2026-05-14 at 8.48.16 AM](https://support.careerbird.ai/hs-fs/hubfs/Screenshot%202026-05-14%20at%208.48.16%20AM.png?width=670&height=506&name=Screenshot%202026-05-14%20at%208.48.16%20AM.png)

#### What this page is

The **Import Data** feature allows admins to bring their organization’s structure into the platform.

You can upload:

- Employee ID
- Employee name
- Employee email
- Employee Title
- Employee Manager
- Employee Department
- Employee Level

This can be done either automatically through an HRIS integration or manually via a CSV file.

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#### How to access it

From **Settings**, click on **Import Data**.

![](https://support.careerbird.ai/hs-fs/hubfs/image-png-May-14-2026-05-47-11-8431-PM.png?width=670&height=424&name=image-png-May-14-2026-05-47-11-8431-PM.png)

 

---

#### Two ways to import data

Once inside, you will see two options:

1. **Connect your HRIS**
2. **Upload a CSV file**

**![](https://support.careerbird.ai/hs-fs/hubfs/image-png-May-14-2026-01-54-03-3009-PM.png?width=670&height=215&name=image-png-May-14-2026-01-54-03-3009-PM.png)**

 

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### Option 1: Connect your HRIS

#### What this does

Allows you to automatically sync employee and organizational data from your HR system.

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#### Step 1 start connection

Click **Set up connection** under “Connect your HRIS”.

![](https://support.careerbird.ai/hs-fs/hubfs/image-png-May-14-2026-05-49-02-8711-PM.png?width=670&height=231&name=image-png-May-14-2026-05-49-02-8711-PM.png)

 

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#### Step 2 create a new connection

Click **Create connection** to begin the process.

![](https://support.careerbird.ai/hs-fs/hubfs/image-png-May-14-2026-05-49-32-2055-PM.png?width=670&height=384&name=image-png-May-14-2026-05-49-32-2055-PM.png)

---

#### Step 3 review permissions

You will be asked to approve access via Finch.

This includes permissions such as:

- Company data
- Directory (org structure)
- Employee information
- Employment data

![](https://support.careerbird.ai/hs-fs/hubfs/image-png-May-14-2026-05-50-22-6123-PM.png?width=262&height=488&name=image-png-May-14-2026-05-50-22-6123-PM.png)

![](https://support.careerbird.ai/hs-fs/hubfs/image-png-May-14-2026-05-50-32-5257-PM.png?width=260&height=488&name=image-png-May-14-2026-05-50-32-5257-PM.png)

 

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### Step 4 select your hris provider

Choose your provider from the list (e.g., BambooHR, ADP, HiBob, etc.)

![](https://support.careerbird.ai/hs-fs/hubfs/image-png-May-14-2026-05-50-45-8870-PM.png?width=260&height=482&name=image-png-May-14-2026-05-50-45-8870-PM.png)

 

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### Step 5 authenticate your account

Enter your credentials to connect your HRIS.

![](https://support.careerbird.ai/hs-fs/hubfs/image-png-May-14-2026-05-51-00-3729-PM.png?width=260&height=492&name=image-png-May-14-2026-05-51-00-3729-PM.png)

 

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### Result

Once connected:

- Data is automatically imported
- Future updates can be synced

---

#### Option 2: upload a CSV file

### What this does

Allows you to manually upload your organization’s data using a structured template.

---

### Step 1 download the template

Click **Download template** to get the required CSV format.

---

### Step 2 fill in the template

The template includes fields such as:

- Employee ID
- Manager ID
- Email
- First name
- Last name
- Department
- Parent department
- Title
- People manager (Yes/No)
- Level

![](https://support.careerbird.ai/hs-fs/hubfs/image-png-May-14-2026-05-51-28-5855-PM.png?width=670&height=267&name=image-png-May-14-2026-05-51-28-5855-PM.png)

---

### Step 3 upload your file

- Upload your completed CSV
- Or drag and drop into the upload area

![](https://support.careerbird.ai/hs-fs/hubfs/image-png-May-14-2026-05-51-43-4958-PM.png?width=938&height=130&name=image-png-May-14-2026-05-51-43-4958-PM.png)

---

### Step 4 start import

Once uploaded, click **Start Import** to process the data.

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#### Important to know

- Data must follow the template format exactly
- Manager IDs must match an existing Employee ID
- Levels and roles should be consistent across entries
- Errors in the file may prevent upload

---

#### Best practices

- Use HRIS integration when possible for ongoing sync
- Use CSV upload for initial setup or one-time imports
- Validate your data before uploading
- Ensure reporting structures (manager relationships) are correct

---

#### When to use each option

**Use HRIS integration if:**

- You want automatic updates
- You have a supported HR system

**Use CSV upload if:**

- You are doing a one-time setup
- You need more control over the data structure
- You don’t have an HRIS integration

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