Import Guide

Bring any workforce roster into HeyPulse

HeyPulse connects directly to 7shifts, Square Team, BambooHR, and Gusto — paste an API key during onboarding (or in Settings) and your live roster syncs in seconds, with one-click re-sync afterwards. Every other system works through smart CSV import: HeyPulse accepts CSV, TSV, and semicolon-delimited roster files, auto-detects the provider format, and maps names, phones, emails, roles, and custom metadata.

Fields HeyPulse understands

IdentityName, First Name, Last Name, Employee ID, Payroll ID, Worker ID, Punch ID, User ID
ContactMobile Phone, Phone Number, Primary Telephone, Work Email, Personal Email
SegmentationRole, Job Title, Position, Department, Business Unit, Location, Store, Site
ManagementManager, Reports To, Supervisor, Supervisory Organization
LifecycleHire Date, Start Date, Termination Date, Employment Status, User Status, Worker Status
Custom metadataAny extra column, including shift, region, cost center, pay type, wage, permissions, or custom HRIS fields

Import review workflow

1. Upload and review

HeyPulse detects common providers, shows mapped columns, counts ready employees, and lists skipped inactive or incomplete rows before anything is written.

2. Override unusual headers

If a customer export uses names like Contact, Payroll Key, Store, or Work Group, choose those headers for email, employee ID, location, or role in the mapping review.

3. Preserve specificity

Unmapped columns are stored as custom metadata, including region, shift, permissions, pay type, org level, certification, cost center, or any HRIS-specific field.

4. Maintain after import

Admins can edit each employee profile, target scheduled pulses by role/location/department/custom metadata, and export the roster with metadata intact.

Provider guides

Export guides by payroll, HRIS, POS, and scheduling system

Restaurant scheduling

7shiftsLive API sync

Source

Prepare a 7shifts employee export for HeyPulse roster import, including employee IDs, locations, departments, roles, status, and mobile numbers.

Recommended columns

First nameLast nameEmailMobile phoneLocationsDepartmentsRolesHire date
Open 7shifts guide

POS and team management

Square TeamLive API sync

Source

Prepare Square Team member CSV data for HeyPulse, including names, contact fields, jobs, permissions, locations, and status.

Recommended columns

First nameLast nameEmailPhonePrimary jobLocationsPermissionsStatus
Open Square Team guide

Restaurant payroll

Toast Payroll

Source

Prepare Toast Payroll employee data for HeyPulse with demographic, position, phone, email, and worker status fields.

Recommended columns

EmployeeFirst nameLast nameEmailPhonePositionStatusTermination date
Open Toast Payroll guide

HRIS

BambooHRLive API sync

Source

Prepare a BambooHR custom report for HeyPulse roster import, including employee IDs, contact fields, departments, locations, managers, and status.

Recommended columns

Employee IDFirst nameLast nameWork emailMobile phoneJob titleDepartmentLocation
Open BambooHR guide

Payroll and HRIS

ADP Workforce Now

Source

Prepare an ADP Workforce Now worker report for HeyPulse with identity, contact, job, department, location, manager, and worker status fields.

Recommended columns

Given_NameFamily_Name1Mobile Phone NumberEmailPayrollFileNumberWorker StatusHome DepartmentHome Location
Open ADP Workforce Now guide

Enterprise HCM

Workday

Source

Prepare a Workday worker custom report or EIB export for HeyPulse, including Worker ID, contact fields, location, job profile, manager, and worker status.

Recommended columns

Worker IDPreferred NameLegal NameEmailPhoneSupervisory OrganizationJob ProfileLocation
Open Workday guide

HRIS and workforce management

UKG

Source

Prepare a UKG people export for HeyPulse with employee number, name, contact fields, supervisor, org levels, job, location, and status.

Recommended columns

Employee NumberFirst NameLast NameEmailPhoneSupervisorOrg LevelLocation
Open UKG guide

Payroll and HR

Paychex Flex

Source

Prepare Paychex Flex employee information exports for HeyPulse with employee IDs, contact info, status, department, job, supervisor, and hire date.

Recommended columns

Employee IDFirst NameLast NameEmailPhoneDepartmentJob TitleStatus
Open Paychex Flex guide

Payroll and HRIS

Gusto, Rippling, and other HRIS exportsLive API sync

Source

Prepare flexible payroll and HRIS CSV exports for HeyPulse, including stable IDs, contact fields, role, department, location, manager, hire date, and status.

Recommended columns

Employee IDFirst NameLast NameEmailMobile PhoneRoleDepartmentLocation
Open Gusto, Rippling, and other HRIS exports guide