Bulk Import Adjustments

When you need to apply adjustments to many employees at once -- such as distributing a company-wide festival bonus or processing monthly reimbursements -- use the CSV import feature instead of creating adjustments one by one.

When to Use Bulk Import

Bulk import is the best approach when:

• You have 10 or more adjustments to create at once.
• The adjustments span multiple employees (e.g., the entire team gets a bonus).
• You receive adjustment data from another system (e.g., an expense management tool exports CSV).
• You want a reviewable record of what was uploaded before it is applied.

For fewer than 10 adjustments, creating them individually through the UI is usually faster. See Adding Adjustments.

CSV Format

Your CSV file must include the following columns in this exact order:

Column	Description	Required	Example
employee_email	The employee's registered email address in Omnivoo	Yes	priya@company.com
category	addition or deduction	Yes	addition
type	The adjustment type	Yes	bonus
name	A short label for the adjustment	Yes	Diwali Bonus 2026
amount	The monetary value (positive number, no currency symbols)	Yes	15000
currency	ISO 4217 currency code	Yes	INR
notes	Internal notes (optional, leave blank if none)	No	Approved by HR on 2026-03-15
effective_date	The payroll period in YYYY-MM-DD format	Yes	2026-04-01

Accepted Values for type

Category	Accepted Type Values
addition	bonus, reimbursement, overtime, arrears, allowance, commission
deduction	advance_repayment, overpayment_correction, lop, equipment_recovery, loan_repayment, other

Sample CSV

employee_email,category,type,name,amount,currency,notes,effective_date
priya@company.com,addition,bonus,Diwali Bonus 2026,15000,INR,Annual festival bonus,2026-04-01
rahul@company.com,addition,bonus,Diwali Bonus 2026,15000,INR,Annual festival bonus,2026-04-01
anita@company.com,addition,bonus,Diwali Bonus 2026,12000,INR,Annual festival bonus - prorated,2026-04-01
deepak@company.com,deduction,advance_repayment,March Advance Repayment,5000,INR,Installment 3 of 6,2026-04-01
sneha@company.com,addition,reimbursement,Home Office Setup,8500,INR,Receipt #4521,2026-04-01

Step-by-Step: Importing Adjustments

Step 1: Download the Template

1. Navigate to Payroll > Adjustments.
2. Click Import > Download CSV Template.
3. A pre-formatted CSV file with the correct headers is downloaded to your computer.

Step 2: Fill in the Data

1. Open the template in a spreadsheet application (Excel, Google Sheets, etc.).
2. Add one row per adjustment.
3. Ensure all required fields are filled in.
4. Save the file as CSV (.csv format).

warning

Do not change the column headers or column order. The import will fail if the headers do not match exactly.

Step 3: Upload the File

1. Navigate to Payroll > Adjustments.
2. Click Import > Upload CSV.
3. Select your CSV file.
4. Omnivoo validates the file and displays a preview of the adjustments.

Step 4: Review the Preview

The preview screen shows:

• Total adjustments -- Number of rows in the file.
• Total additions -- Sum of all addition amounts.
• Total deductions -- Sum of all deduction amounts.
• Validation status -- A green checkmark for valid rows and a red icon for rows with errors.

Review the preview carefully before proceeding.

Step 5: Confirm and Import

1. If all rows are valid, click Confirm Import.
2. The adjustments are created and appear on the Adjustments page.
3. If approval is required for any adjustments (based on your threshold settings), those adjustments move to Pending Approval status.

Handling Validation Errors

If any rows contain errors, the preview highlights them in red. Common errors:

Error	Cause	Fix
Employee not found	The email does not match any active employee in Omnivoo	Check the email address and ensure the employee is onboarded
Invalid category	The category is not addition or deduction	Correct the spelling (lowercase, no extra spaces)
Invalid type	The type is not one of the accepted values	Check the accepted values table above
Invalid amount	The amount is negative, zero, or contains non-numeric characters	Use a positive number without currency symbols or commas
Invalid currency	The currency code is not a supported ISO 4217 code	Use one of the 17 supported currencies (see Payroll Settings)
Invalid date	The effective date is not in YYYY-MM-DD format or is in the past	Use the correct format and a current or future date
Duplicate row	The same employee, type, and effective date combination appears twice	Remove the duplicate row

To fix errors:

1. Click Download Error Report to get a CSV with error descriptions.
2. Fix the issues in your original file.
3. Re-upload the corrected file.

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You can also fix errors by removing the problematic rows from your CSV and uploading the remaining valid rows. Then create the remaining adjustments individually.

Tips for Successful Imports

• Test with a small file first -- Upload 2-3 rows to verify the format before importing a large batch.
• Use the downloaded template -- Starting from the template ensures correct headers and formatting.
• Double-check email addresses -- Employee not found errors are the most common issue.
• One adjustment per row -- Do not combine multiple adjustments into a single row with a summed amount.
• Keep notes concise -- Notes are stored as plain text; avoid special characters or line breaks.