Customizations
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      Custom Tables Importer

      Add records to custom tables in bulk and speed up the data onboarding process.

      💰 Only Enterprise plans can edit or import Custom Tables. 

      💡 Custom tables importer serves to add new records, not to modify the existing records. Each row will be a new record and you can add multiple records to the same employee by adding a new row with the required columns (The Name, Surname, and Email fields are required).

      Follow these simple steps:

      1. Access the Employees section

      2. Click on the (...) option -📍 located in the upper right corner

      3. Press on Import data to tables

      4. Download the custom tables template

      5. Find the file in the Downloads folder on your computer and open it

      6. Fill in the information you need
        (→The Name, Surname, and Email fields are required).

      7. Once you have finished adding your data, upload the file back to Factorial with the same format (.XLSX).

      8. Press in Import File 

      9. After processing the file you will receive an email with the result of the importation.

      Tips for a Successful Importation: 

      • Do not modify any part of the Excel Structure, just enter data in the blank fields.
      • Remember that: It is not necessary to complete all the fields, only the name, surname and e-mail will be indispensable.
      • You can leave empty rows, they will not be imported.
      • You can add multiple records to the same employee by adding a new row with the required columns (The Name, Surname, and Email fields are required).
      • Date fields format is DAY/MONTH/YEAR
      • Respect the options of single choice fields. Different values will cause errors.
      • Number fields don't accept letters