Use the Import Tool to bulk-import data into PowerSchool ERP from external files (such as spreadsheets), eliminating the need to manually enter records. The Import Tool has a separate security sub-package with granular permissions controlling who can add or view each import type.
Import Groups
|
Import group |
Purpose |
|---|---|
|
Batch Position Control |
Import batch position records. |
|
Batch Position Control Employee Assignments |
Import employee assignments for batch positions. |
|
Position Control |
Add new Position Control records and employee assignments. |
|
Employee Pay Rates with positions |
Import employee pay rates with or without positions. |
|
Future Pay Rates |
Add future employee pay rates. |
Prepare import files
Prepare import files in the format specified for each import group.
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Download the Import Templates zip file from PowerSource.
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Refer to the Import Tool documentation for detailed instructions about importing data.
Review import errors
After the import completes, review the import error information on the Summary page for any records that failed validation. The error messages are self-explanatory. Common errors include invalid job class codes, duplicate position codes, and distribution percentage issues. For process errors, contact the System Administrator or PowerSchool Support to retrieve the error log.
Post imported data through Batch Position Control
Imported data is loaded into batch tables. To move the data to live Position Control tables, refer to Post batch positions.