Leave balance Upload

Frappe HR
1

Hi all,
Is possible to iimport the leave balance intpo ERPNext from csv file?

2

Hi,
You ‘Allocate leave’ from csv file.
you can view ‘Leave Balance’ on “Leave Application”.

1.Go to “Data Import/Export tool”
2.select Document Type- Leave Allocation
3.Download Template(it is is nothing but csv file)
4.fill csv and Import it.

3

But what fields should we use exactly?

I tried using “Carry Forwarded Leaves” it shows on the Leave Allocation page, but the total remains 0. The Leave Type earned calculation also doesn’t seem to be applied.

How exactly should this import be used?

E.g. Leave Period is Jan to Dec.
Leave Type is 15 per Leave Period and is earned type, so every 1st of the month, 1.25 gets added.
We are doing import on 1st Aug.
What columns and what values should we use exactly to get to a state where whatever leave balance is available as of July 31 is now available in ERPNext?

Thanks

4

Yes! Importing leave balances into ERPNext from a CSV file is possible. ERPNext provides a built-in Data Import Tool that allows you to import different types of data, including leave balances, from CSV files.