Data Transfer Format

Download Sample File

Overview

A snapshot of people in an organisation can be exported as a CSV file. The first row of the file is a header row containing the column names and each subsequent row contains data for a person. The file is encoded in UTF-8 and uses a comma (,) as the delimiter.

An export can either be a “full export” containing a row for every person in the account or a “partial export” containing a row for every person that has been added or updated since the last export.

The order of columns in the export file is not guaranteed — you must use the column names to identify each column. New columns may be introduced at any time.

Each column is explained in detail on this page and has been grouped into the following sections for ease of reference:

  1. Metadata
  2. Profile
  3. Personal Details
  4. Residential Address
  5. Postal Address
  6. Emergency Contacts
  7. Tenure
  8. Remuneration
  9. Tax Details
  10. Super Funds
  11. Bank Accounts
  12. Job/Position

Metadata

ColumnTypeExamplesNullableDescription
id
uuid
No
employee_code
string
Yes
role
person_role
No
status
person_status
No
archived
boolean
No
created_at
date_time
No
invited_at
date_time
Yes
activated_at
date_time
Yes
updated_at
date_time
No

Profile

ColumnTypeExamplesNullableDescription
display_name
string
No
profile_bio
string
Yes
profile_email
string
Yes
profile_phone
string
Yes
profile_pronouns
string
Yes

Personal Details

ColumnTypeExamplesNullableDescription
given_name
string
Yes
other_given_names
string
Yes
family_name
string
Yes
gender
gender
No
date_of_birth
date
Yes
personal_email
string
Yes
personal_phone
string
Yes

Residential Address

ColumnTypeExamplesNullableDescription
residential_address_line_1
string
Yes
residential_address_line_2
string
Yes
residential_address_city
string
Yes
residential_address_state
state
Yes
residential_address_postcode
string
Yes
residential_address_country
country_name
Yes

Postal Address

ColumnTypeExamplesNullableDescription
postal_address_line_1
string
Yes
postal_address_line_2
string
Yes
postal_address_city
string
Yes
postal_address_state
state
Yes
postal_address_postcode
string
Yes
postal_address_country
country_name
Yes

Emergency Contacts

ColumnTypeExamplesNullableDescription
emergency_contact_1_name
string
Yes
emergency_contact_1_relationship
string
Yes
emergency_contact_1_phone
string
Yes
emergency_contact_2_name
string
Yes
emergency_contact_2_relationship
string
Yes
emergency_contact_2_phone
string
Yes

Tenure

ColumnTypeExamplesNullableDescription
start_date
date
No

Remuneration

ColumnTypeExamplesNullableDescription
employment_basis
employment_basis
Yes
pay_rate
decimal
Yes
pay_period
pay_period
Yes

Tax Details

ColumnTypeExamplesNullableDescription
tax_file_number_exemption
tax_file_number_exemption
Yes
tax_file_number
tax_file_number
Yes
residency_status
residency_status
Yes
has_loan_or_student_debt
boolean
Yes
tax_free_threshold_claimed
boolean
Yes

Super Funds

ColumnTypeExamplesNullableDescription
super_fund_1_nomination
super_nomination
Yes
super_fund_1_usi
string
Yes
super_fund_1_member_name
string
Yes
super_fund_1_member_number
string
Yes

Bank Accounts

ColumnTypeExamplesNullableDescription
bank_account_1_allocation_method
allocation_method
Yes
bank_account_1_allocation
decimal
Yes
bank_account_1_bsb
bsb
Yes
bank_account_1_name
string
Yes
bank_account_1_number
string
Yes
bank_account_2_allocation_method
allocation_method
Yes
bank_account_2_allocation
decimal
Yes
bank_account_2_bsb
bsb
Yes
bank_account_2_name
string
Yes
bank_account_2_number
string
Yes
bank_account_3_allocation_method
allocation_method
Yes
bank_account_3_allocation
decimal
Yes
bank_account_3_bsb
bsb
Yes
bank_account_3_name
string
Yes
bank_account_3_number
string
Yes
bank_account_4_allocation_method
allocation_method
Yes
bank_account_4_allocation
decimal
Yes
bank_account_4_bsb
bsb
Yes
bank_account_4_name
string
Yes
bank_account_4_number
string
Yes
bank_account_5_allocation_method
allocation_method
Yes
bank_account_5_allocation
decimal
Yes
bank_account_5_bsb
bsb
Yes
bank_account_5_name
string
Yes
bank_account_5_number
string
Yes

Job/Position

ColumnTypeExamplesNullableDescription
job_id
uuid
Yes
job_title
string
Yes
position_id
uuid
Yes
position_code
string
Yes
manager_position_id
uuid
Yes
manager_person_id
uuid
Yes