Bulk Create Fields Options

Modified on Wed, 27 Aug at 4:34 PM

When you need to bulk create or delete field options, you can do this directly in the system using the import function.

⚠️ Before you begin:
Make sure the Field Name and Section are already created in the system.

TABLE OF CONTENTS

Steps to Bulk Import Field Options

For example, if you need to create new field options under Positions (Field) and Job (Section), follow the steps below.

Here some things to note while you fill the templates :

Column A,B,C are required.
The Field Name must already exist in the system before you import options for it.
The same Field Name cannot have duplicate options (case insensitive).
Column C ("Delete?")
- Enter No = If you want to add a new fields options
- Enter Yes = If you wish to delete the fields options. Record to be deleted must have EXISTING unique together field name & field option
Do not use N/A or 0, as they will be imported as actual values.
Use only Plain Text formatting for the Field Name & Field Option columns to avoid unexpected results.

Go to your Omni URL and add /new-import (e.g., omnihr.omnihr.co/new-import).
Click Import > select Update Field Options from the dropdown.
Upload the file by dragging and dropping or selecting it manually.
Click Import.

After a few minutes, you will receive a validation email.
Open the attached file to check the results:
- “Success!” in Column A = successfully uploaded.
- An error message = failed upload (adjust the template and try again).
- Example : Failed due to duplicate records found

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