Exporting Data from ADP

This article covers the steps to export data from ADP to set up your ADP Workforce Now integration with Sapling.

Written by Brian Craft
Updated over a week ago

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:

First Name
Last Name
Title
Start Date
Employment Status (FT, PT, etc)
Company Email
Department (or Business_unit)
Location
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.