Importing the Organizational Structure

The most efficient way to bring your employee data into Equipme is through HR-Sync, as it ensures continuous synchronization. Any changes in your HR system, such as new hires, role changes or departures, can be reflected automatically without manual data handling.

For environments where HR-Sync is not available or not yet in use, employees and locations can also be imported manually. This method is ideal for initial setup or for organizations that maintain smaller datasets.

You can import data via:

• CSV/Excel upload (manual, no automatic updates) • Microsoft Azure/Entra import (structured but still non-synchronized)

After a manual import, further updates must be handled through additional imports or adjusted manually, as no automatic sync applies.

To perform a manual import, navigate to My Company → Employees → Import, select your preferred source and follow the prompts. During import, assigned locations are also created automatically in Equipme if they do not yet exist.