1.Detect new file in folder
Integrate Dropbox and storage automation tools to capture the uploaded CSV file contents and kick off the import.
Create employee records from new hire CSV uploads
Automatically monitor new hire CSV uploads across Dropbox and HR operations tools. Create and update employee records when a CSV file lands in the folder, when required columns appear, or when the upload completesβso you can import rows, update your HR table, and send an onboarding summary without manual paperwork.
How this automation creates onboarding records fast
When new hire CSV files arrive unprocessed, onboarding documentation can stall and HR teams waste time rekeying data. This automation imports CSV line items and upserts employee records and sends an email summaryβso your team can complete onboarding faster.
Dropboxor swap with your favorite app
2.Import CSV and normalize fields
Integrate Formatter by Zapier, CSV mapping, and date parsing tools to import CSV line items and normalize hire date formats.
Formatter by Zapieror swap with your favorite app
3.Loop each CSV employee row
Integrate Looping by Zapier and data mapping tools to iterate rows and pass loop values for employee table matching.
Looping by Zapieror swap with your favorite app
4.Find and create or update record
Integrate Zapier Tables and table lookup tools to match on employee ID and then create or update each employee record.
Zapier Tablesor swap with your favorite app
5.Send import summary email
Integrate Microsoft Office 365, email delivery, and reporting tools to send an import summary with totals and the archived file link.
Microsoft Office 365or swap with your favorite app
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Accelerate onboarding paperwork with automated document collection, signature routing, and file organization
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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