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Import data from BrightHR

UpSheets can import data directly from BrightHR into Xero Payroll. Blip clockings become timesheets, and approved absences become leave requests. Register for an UpSheets account

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Enable the BrightHR integration

Before importing BrightHR data, enable the BrightHR integration.

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Importing

Once enabled, the Import screen has a BrightHR data source. When you select it, an Employees list and From / To dates are shown.
Import one month at a time (maximum 31 days). BrightHR limits each clockings query to 31 days. UpSheets converts your selected dates using the organisation timezone so a full month stays within that limit. Selecting only the employees you need also speeds up the import.
1

Select employees

Leave Employees empty to import everyone, or choose specific employees. Selecting only the required employees speeds up the import because BrightHR is queried per employee. Your selection is remembered for next time.
2

Select date range

Select the From and To dates (up to 31 days). Blip clockings and approved absences for the selected employees employed in this range are imported for those dates.
3

Select transaction types

Select the transaction types and any other import options (or accept the defaults). Click Import Data to proceed.
  • Timesheets – Blip clock-ins/outs (open clockings without a clock-out are skipped; break time is subtracted from hours)
  • Leave – approved absences (holiday, sickness, TOIL, and other; lateness is not included)
4

Map columns

Imported columns include employee name, job title, type, date, hours (or start/end time), end date for leave, and description. See Validate options for field details. Click Validate to continue.
5

Validate

UpSheets validates your data.
6

Upload

Click Upload to send your data to Xero Payroll.

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Troubleshooting

If import reports that no employees matched your Employees filter, clear the selection (or choose current employees) and try again. Stale names from a previous selection are removed automatically when the employee list loads.