Export Using the Data Import / Export Tool

The Data Import / Export allows you to quickly and easily export and import data into and out of your intelliHR platform. The export function is also a great way to review your current data prior to amending data for a large number of people in one go such as updating the email domain for all or amending all business units following a business restructure.

This article covers:

• Export Types Available
• Exporting Data from IntelliHR 
• Using the data export as the first step to updating data

Export Types Available

How to Export Data from intelliHR

To export information from intelliHR complete the following steps:

1. Navigate to Settings >> Data Import / Export
2. Click the Export Button 
3. Select Export Type (select information you wish to export)
4. Select a person lookup column to add to the export
   (Lookup via display name is the most commonly used as this will add the employee name in column one of your export; however, if you are reconciling this data with that of a separate system adding a lookup via employee number or intelliHR id may be appropriate to assist when working with multiple sets of data)
5. Select Export

This will export all selected information by CSV.

Using the data export as the first step to updating data

Exporting data via the bulk data tool can serve as a quick and efficient first step when you are wanting to update employee data.

Once you have exported the relevant data and this has been provided in a CSV file you can then amend the relevant data (columns) prior to saving and reimporting this back into intelliHR.
One of the most common use cases for this is a company-wide remuneration update.  For more information on how to bulk update remuneration data click on the link below:

•  Updating Remuneration using the Data Import / Export

For any other bulk updates click on the link below:

• Importing Data using the Data Import / Export