Master-list import
Match your HR master list against your member records, with a reviewed import that never overwrites your own edits behind your back.
Keep your member records in step with your employer's HR system. Upload the master list plus a second spreadsheet of departures, and the suite shows a full preview first: people to add, people to remove, members terminated but kept on file, and changes field by field. Nothing is saved until you say so.
Two kinds of changes are handled differently. Fields no one has touched by hand update quietly. Fields you edited yourself, where the new file disagrees, are flagged as a clash for you to settle: accept the new value, reject it, or leave that field out of future imports. Keyboard shortcuts keep you moving. A backup is saved before every import, and the suite warns you if someone changed the data while you were still reviewing.
See it live
Every control below works, the real interface, on sample data, right in your browser.
What you get
Full preview before you commit
Upload the master list and the departures file to see who is added, who is removed, who is terminated, and every change, in full. Nothing is saved until you apply it.
Quiet updates vs. clashes
Fields no one has touched update on their own. Fields you have edited by hand show up as a clash, with your value next to the new value from the file.
Decide field by field
For each clash, accept the new value, reject it, or leave that field out of future imports so it stops getting flagged. Keyboard shortcuts keep you moving.
Departures vs. terminations
Members dropped from the master list are removed. Members marked terminated within the list stay on file, with their reason and date saved.
Backups and a safety check
Every import saves a backup copy first. If someone changes a record while you are reviewing, the suite warns you before you go ahead.
Reports you can share
Download a clash report as an Excel file or spreadsheet to hand back to HR, plus a list of fields you have rejected from the source before.
How it works
Upload two files
Drop in the master list and the departures file to build a preview.
Review and decide
Check who is added and removed. Then settle each clash, field by field: accept, reject, or leave out.
Apply with confidence
Apply the import. A backup copy is saved, and you get a summary of everything added, removed, and changed.
Share the report
Download the clash report as a spreadsheet to hand back to HR so they can fix the source.