Import from spreadsheets

If you keep your people and projects in spreadsheets, Admin → Import data brings them in. It’s made for go-live, and it’s safe to run again. Coming from Harvest? People first, then move from Harvest for projects and time.

There are three imports, done in this order, because the later ones refer to employee numbers:

1. People: employees with their unit, manager, and contract, plus personal data (JMBG, bank account) if you have it.
2. Clients and projects: one workbook with clients, projects, and who works on which.
3. Leave balances: days carried over from last year, so this year’s balances start right.

1. Download the template

   Each import has a Download template button. The template is in your language, with a sheet per kind of record and a column per field. Keep the headers as they are.

2. Fill it in

   Copy your data into the template. Dates can be written as 2026-03-15 or 15.3.2026, and yes/no columns take yes or no. Each person’s primary unit must already exist, so add your structure first. A manager is given by their employee number, and may be anyone already in Sandly or anywhere in the same file.

3. Check the file

   Choose file (Excel .xlsx, or CSV with commas, semicolons, or tabs, in UTF-8 or Windows-1250; up to 10 MB). Sandly checks every row with the same rules as the screens and lists what’s wrong, row by row. Nothing is saved while any row has a problem: fix them in your spreadsheet and choose the file again.

4. Import

   When every row checks out, Import. It’s all or nothing: either every row is saved, or none is. Rows that are already in Sandly are skipped, so you can correct a file and import it again.

Leave balances at go-live

Balances are counted from contracts, from the first year set under Admin → Leave policies → Settings. What’s missing is last year’s unused days. Import them as leave balances, or enter them by hand as carry-over adjustments under Leave policies → Balances. Carried-over days can be used until 30 June.