Public Holiday Setup - Import dates via CSV

This guide is intended for System Administrators
Overview:
Import public holiday dates in bulk to existing public holiday groups using a CSV file, saving time on manual entry.
How CSV Import Works:

• Allows bulk upload of public holiday dates with correct formatting
• Maps dates to existing public holiday groups
• Ideal for importing regional or custom holidays not available via import feed

How to Import Holidays:

1. Navigate to Admin Tools > Admin Panel
2. Select Calendar > Public Holidays
3. Select Import Public Holidays (top right)
4. Click Import Using CSV (top right)
5. Download the sample CSV template if needed
6. Prepare your file:
   • Retain column headers, or use exact same headers as the sample
   • Replace sample data with your dates (DD/MM/YYYY format)
7. Back in the system:
   • Click Choose File to upload your CSV
   • Source the file from your computer and select
   • Click Import Public Holidays

Additional Information:

• Key Terms:
  • CSV Template: Pre-formatted Excel file ensuring correct data structure
  • Date Formatting: Must use DD/MM/YYYY in CSV
• Permissions Required: 'Global Rota Setup' access
• Best Practices:
  • Verify dates before importing
  • Keep backups of CSV files
  • Use one file per holiday group
• Important:
  • Groups must exist before importing
  • Incorrect formatting may cause import failures
  • Incorrect headers will cause import failures
  • If imports fail:
    1. Check date formatting matches sample
    2. Ensure no empty rows in CSV
    3. Validate against group's country setting
    4. Check with support
  • For large files:
    1. Split into batches if needed
    2. Allow extra processing time
       
    3. Check with support
• Tip: Use Excel's "Text" column format for dates to avoid auto-formatting issues