Skip to main content

Sapling - Exporting Data from ADP

Alice McAnaw
Updated

Need to move your data from ADP into Sapling? This guide will walk you through how to export employee information from ADP, so you can easily upload it into Sapling and get your team set up faster.

Step #1 - Login to your ADP account and navigate to Setup > Custom Reports > Set Up New

 

Step #2 - Create a Custom Report

Create a custom report with the specific fields/data that you'd like to have in Sapling.

 

The fields we typically suggest for existing employees are:

  1. First Name
  2. Last Name
  3. Title
  4. Start Date
  5. Employment Status (FT, PT, etc)
  6. Company Email
  7. Department (or Business_unit)
  8. Location
  9. Manager (or Reports_to)

We can import additional fields into Sapling (mobile numbers etc.) if beneficial, however the above is what we would suggest for existing employees.

Step #3 - Select Export to CSV

 

 

Step #4 - Import CVS into Sapling

Check out our help article on Bulk Data Uploading for step by step instructions on how to import this data into your Sapling account.

Related articles