{"id":6646,"date":"2025-04-29T14:44:59","date_gmt":"2025-04-29T14:44:59","guid":{"rendered":"\/agile\/?post_type=ht_kb&#038;p=6646"},"modified":"2025-04-29T14:45:03","modified_gmt":"2025-04-29T14:45:03","slug":"integration-partner-manual-tab","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/integration-partner-manual-tab\/","title":{"rendered":"Integration Partner- Manual Tab"},"content":{"rendered":"\n<p>\n  This option enables the Admin users to import the employees and balances manually via excel files.\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Add Employees from Excel<\/h3>\n\n\n\n<p>\n  Follow the below steps to add employees via excel sheet\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Integration Partner<\/strong> option under Admin menu.<br><\/li>\n\n\n\n<li>Select a <strong>Provider name<\/strong> from the Provider drop-down menu.<br><\/li>\n\n\n\n<li>Employee Sync tab is Auto Selected. Click on \u201c<strong>Manual<\/strong>\u201d tab.<br><\/li>\n\n\n\n<li>Click on \u201c<strong>Add Employees from Excel<\/strong>\u201d button.<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1913\" height=\"907\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-63.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6647\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-63.png 1913w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-63-300x142.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-63-1024x486.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-63-768x364.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-63-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-63-1536x728.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-63-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-63-100x47.png 100w\" sizes=\"auto, (max-width: 1913px) 100vw, 1913px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>5. A side drawer will open. Here<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>User can first download the template if user does not know the format of excel sheet.<br>  <\/li>\n\n\n\n<li>User can select the date format user wants to use to enter the date fields in the excel sheet. Bolt supports 3 formats: YYYY-DD-MM, MM\/DD\/YYYY, and DD\/MM\/YYYY<br>  <\/li>\n\n\n\n<li>Once excel file is ready with employee info added, user can click on \u201c<strong>select File to Upload<\/strong>\u201d<br>  <\/li>\n<\/ol>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1918\" height=\"911\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-64.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6649\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-64.png 1918w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-64-300x142.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-64-1024x486.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-64-768x365.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-64-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-64-1536x730.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-64-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-64-100x47.png 100w\" sizes=\"auto, (max-width: 1918px) 100vw, 1918px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>6. If user uploads the file with errors, it will show the errors in the preview.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1517\" height=\"867\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-65.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6651\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-65.png 1517w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-65-300x171.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-65-1024x585.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-65-768x439.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-65-50x29.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-65-60x34.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-65-100x57.png 100w\" sizes=\"auto, (max-width: 1517px) 100vw, 1517px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>7. User must resolve the errors to upload the employees via excel. Once errors are fixed, user can upload the file again.<br><\/p>\n\n\n\n<p>8. Button \u201c<strong>Save<\/strong>\u201d will be enabled when uploaded file has no errors.<br><\/p>\n\n\n\n<p>9. Click on \u201c<strong>Save<\/strong>\u201d will upload the employee file and show success toast message.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1518\" height=\"568\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-66.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6653\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-66.png 1518w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-66-300x112.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-66-1024x383.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-66-768x287.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-66-50x19.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-66-60x22.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-66-100x37.png 100w\" sizes=\"auto, (max-width: 1518px) 100vw, 1518px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Import Balances from Excel<\/h3>\n\n\n\n<p>\n  Follow the below steps to import balances via excel sheet\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Integration Partner<\/strong> option under Admin menu.<br><\/li>\n\n\n\n<li>Select a <strong>Provider name<\/strong> from the Provider drop-down menu.<br><\/li>\n\n\n\n<li>Employee Sync tab is Auto Selected. Click on \u201c<strong>Manual<\/strong>\u201d tab.<br><\/li>\n\n\n\n<li>Click on \u201c<strong>Import  Balances from Excel<\/strong>\u201d button.<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1896\" height=\"917\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-67.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6655\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-67.png 1896w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-67-300x145.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-67-1024x495.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-67-768x371.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-67-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-67-1536x743.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-67-60x29.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-67-100x48.png 100w\" sizes=\"auto, (max-width: 1896px) 100vw, 1896px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>5. A side drawer will open. Here<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>User can first download the template if user does not know the format of excel sheet.<br>  <\/li>\n\n\n\n<li>Once excel file is ready with balances info, user can click on \u201c<strong>select File to Upload<\/strong>\u201d<br>  <\/li>\n<\/ol>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1915\" height=\"889\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-68.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6657\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-68.png 1915w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-68-300x139.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-68-1024x475.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-68-768x357.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-68-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-68-1536x713.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-68-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-68-100x46.png 100w\" sizes=\"auto, (max-width: 1915px) 100vw, 1915px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>6. If user uploads the file with errors,<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>It will show the errors in the preview<br>  <\/li>\n\n\n\n<li>Displays the summary of records in the report along<br>  <\/li>\n\n\n\n<li>Button \u201cSave\u201d is disabled.<br>  <\/li>\n<\/ol>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1914\" height=\"860\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-69.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6659\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-69.png 1914w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-69-300x135.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-69-1024x460.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-69-768x345.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-69-50x22.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-69-1536x690.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-69-60x27.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-69-100x45.png 100w\" sizes=\"auto, (max-width: 1914px) 100vw, 1914px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>7. User must resolve the errors to import the balances via excel. Once errors are fixed, user can upload the file again.<br><\/p>\n\n\n\n<p>8. Button \u201c<strong>Save<\/strong>\u201d will be enabled when uploaded file has no errors.<br><\/p>\n\n\n\n<p>9. Click on \u201c<strong>Save<\/strong>\u201d will import the balances and show success toast message.<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"911\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-70.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-6661\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-70.png 1919w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-70-300x142.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-70-1024x486.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-70-768x365.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-70-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-70-1536x729.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-70-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2025\/04\/a-screenshot-of-a-computer-ai-generated-content-m-70-100x47.png 100w\" sizes=\"auto, (max-width: 1919px) 100vw, 1919px\" \/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This option enables the Admin users to import the employees and balances manually via excel files. Add Employees from Excel Follow the below steps to add employees via excel sheet 5. A side drawer will open. Here 6. If user uploads the file with errors, it will show the errors&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[280],"ht-kb-tag":[215,116],"class_list":["post-6646","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-integration-partner","ht_kb_tag-admin","ht_kb_tag-mss"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6646","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=6646"}],"version-history":[{"count":1,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6646\/revisions"}],"predecessor-version":[{"id":6663,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/6646\/revisions\/6663"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=6646"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=6646"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=6646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}