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Upload Data

The Upload Data page is where you bring workforce data into Senzo. It features a 5-stage wizard that guides you from file selection through AI-powered schema detection to final import.

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Upload History

Below the wizard, the Upload History table shows all past uploads for your organization:
ColumnDescription
FileOriginal filename
Data TypeWorkforce Metrics or Workload
Date RangeThe period span covered by the data
UploadedTimestamp of the upload
StatusProcessed ✅ / Processing ⏳ / Failed ❌

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The 5-stage wizard

Click Start Upload to begin.

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Stage 1 — Setup Check

Verifies your organization is configured before accepting data. Checks for:
  • Facilities — at least one facility configured
  • Units — at least one unit configured
  • Provider Types — at least one provider type configured
If any show zero, go to Settings → Organization Setup and configure them first. Click Start Upload when all three show green.

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Stage 2 — Select File

Drag and drop or browse to select your file. Supported formats:
  • .csv — comma-separated values
  • .xlsx — Excel workbook
  • .xls — legacy Excel
Maximum file size: 50MB.

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Stage 3 — AI Analysis

The AI analyzer examines your file and proposes a column mapping. See AI-Powered Upload for full details on how this works. Key actions on this screen:
  • Review the mapping table — check confidence scores
  • Override any incorrect mappings using the dropdown
  • Address any required field warnings (red warning list)
  • Review structural issue banners (amber) — these describe automatic normalizations applied
Click Confirm Mapping and Continue when satisfied. Click Skip AI Analysis — use standard template if your file already matches the standard format.

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Stage 4 — Review

A preview of the data as it will be imported:
  • Row count
  • Date range detected
  • Units recognized
  • Provider types recognized
  • Any validation warnings
If anything looks wrong, click Back to adjust the mapping. If data already exists for the periods in your file, Senzo will ask how to handle the overlap:
  • Update — overwrite existing records
  • Skip — keep existing, skip overlapping rows
  • Cancel — abort the upload

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Stage 5 — Confirm & Import

Click Confirm & Import to complete the upload. Senzo processes all rows, writes to the database, and shows a success summary:
  • Rows imported
  • Date range processed
  • Any rows skipped and why
After a successful import, navigate to Overview to see your updated dashboard, or click Re-run Pulse in Pulse Intelligence to generate a new analysis.

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Troubleshooting failed uploads

See Upload Errors for the complete error reference. Most common causes:
  • Unit names in the file don’t match Settings exactly
  • Required fields missing or empty
  • Date format not recognized by the AI analyzer