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📝 CSV upload: Correct date formats for flowit

Overview

To successfully upload a CSV file to flowit, specific date columns must follow a strict format. Deviations will cause import errors or incorrect data processing.

Required columns

  • birthdate

  • start_date

  • termination_date

Required format

  • yyyy-mm-dd (year–month–day)


When should you use this optimization?

  1. Before uploading employee data via CSV

  2. If imports fail despite valid data

  3. When switching between Excel and Google Sheets

  4. If date fields appear empty or incorrect in flowit


Why it matters

  • Prevents upload failures

  • Ensures accurate calculation of age and employment dates

  • Creates a reliable data foundation for reviews and reports


How to adjust the date format

Excel

  1. Select the column with date values



  2. Right-click → Format Cells


  3. Choose “Date”



  4. Change locale from German to English


  5. Select the first format (Year–Month–Day)



  6. Save (click "OK")


Google Sheets

  1. Select the date column



  2. Open “Format”

  3. Choose “Number”

  4. Click “Custom date and time”



  5. Enter: yyyy-mm-dd



  6. Apply


🔍 Unable to change the format?

If you're trying to adjust the date format but the cells don't change, the problem is likely that your cells are saved as text – and not as a real date.

How to tell the difference:

  • Date (correct): The cell behaves like a number – you can calculate with it, and changing the format takes effect immediately.

  • Text (problem): The cell doesn't change after a format adjustment. The value is often left-aligned and may show a small green triangle in the corner (Excel). flowit cannot read this value as a date.

If the value is text – here's how to fix it:

In Excel:

  1. Select the affected cells

  2. Go to „Data" → „Text to Columns"

  3. Click „Finish" directly (no changes needed)

  4. Excel converts the text values to real dates

  5. Re-apply the yyyy-mm-dd format (see instructions above)

Alternative (Excel & Google Sheets): Use the formula =DATEVALUE(A2) to convert text into a real date. Then copy the result and paste as „Values only".

If it's already a real date:

Then the issue lies elsewhere. Please reach out to our Customer Success Team – we're happy to help.


✅ Recommended action

  • Always check date formats before uploading CSV files

  • Use yyyy-mm-dd consistently in all relevant columns

  • Test the upload with a small file (5–10 records)

  • Document the procedure internally for recurring uploads

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