Data import assistant
Takes your spreadsheet of employees, leave balances, salaries, payroll YTD or opening balances, checks every row and imports it on your Confirm.
How it works
Upload an Excel or CSV and say what it is: employees, leave balances, salary structures (CTC), opening payroll YTD, customers and vendors, opening ledger balances or open invoices. The agent reads the columns and suggests which one is which field; you can change any of them. It then cleans up the values (dates, phone numbers, PAN and IFSC, department and designation names matched to the ones you already have) and checks every row: required fields, duplicates with records you already have, invalid PAN, IFSC or email, unknown managers. You see a preview with the errors on each row, and can download them as a CSV to fix. When you confirm, the rows go in through the module's own import (People, Payroll or Books), as you. Bank account, PAN, Aadhaar and UAN numbers are shown only as their last four digits. Customers, vendors and open invoices are checked but can't be imported yet: Books takes them only from a Tally or Zoho import.
Suggesting the column mapping uses a few credits. The checks, the preview and the import are free.
What it reads
- The spreadsheet you upload (kept encrypted, only for you, for two days at most)
- Your departments, designations and employee numbers in People, to match and check rows
- Your customers, vendors and ledgers in Books, for duplicates
When it starts
- When an admin uploads a sheet on its page, or asks the assistant to import one
What it can do
- Import the ready rows through People, Payroll or Books' own import, when you confirm (after you confirm)
What it never does
- Write to a database directly, or import without your Confirm
Safe by design
- One assistant, many agents. Ask the Employee assistant in the app or on WhatsApp; it calls the agents your company has hired that you may use.
- Hired, not switched on. Your admin hires each agent from the catalogue and chooses who can use it.
- Agents propose, people confirm. Anything that changes data, like a leave request, waits for a person to confirm it.
- Same access as the user. An agent sees only what the person asking is allowed to see.
- AI processing in India. Agents run on models hosted in India (AWS Mumbai).
- Budgets and a hard stop. Set a monthly credit limit per agent; agents stop when credits run out.
- Every run recorded. Admins see each run, the credits it used and what it did.
Frequently asked questions
What does the Data import assistant do?
Upload an Excel or CSV and say what it is: employees, leave balances, salary structures (CTC), opening payroll YTD, customers and vendors, opening ledger balances or open invoices. The agent reads the columns and suggests which one is which field; you can change any of them. It then cleans up the values (dates, phone numbers, PAN and IFSC, department and designation names matched to the ones you already have) and checks every row: required fields, duplicates with records you already have, invalid PAN, IFSC or email, unknown managers. You see a preview with the errors on each row, and can download them as a CSV to fix. When you confirm, the rows go in through the module's own import (People, Payroll or Books), as you. Bank account, PAN, Aadhaar and UAN numbers are shown only as their last four digits. Customers, vendors and open invoices are checked but can't be imported yet: Books takes them only from a Tally or Zoho import.
Can the Data import assistant change data on its own?
No. It asks a person to confirm before it will: import the ready rows through people, payroll or books' own import, when you confirm. It never does the following: write to a database directly, or import without your confirm.
How much does the Data import assistant cost?
Suggesting the column mapping uses a few credits. The checks, the preview and the import are free.. Credits are a paid add-on to any flowwork.ai plan at ₹100 (US$ 1.19) per 1,000 credits, and new companies get 500 free trial credits for 30 days.
Where is the data processed?
Agents run on AI models hosted in India and see only what the person using them is allowed to see. Admins see every run and the credits it used.
Other agents
Tell it about your company in plain words; it plans departments, offices, holidays, leave, work week, payroll and expenses for you to confirm.
Reviews who can sign in and what they can see: people who left, unused accounts, outside and shared accounts, broad roles and tokens that never expire.
Answers “How do I…?” from the flowwork help guide in a few steps and opens the right screen. It only shows screens you already have access to.