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.

Did this answer your question?