How Do I Import Users Initial Brought Forward Balances?

If you’re jumping into Vacation Tracker mid–leave year, no worries — you’ll probably just need to pop in the days your team carried over from last year. That’s what the Initial Brought Forward balance is for — it’s basically those rolled-over days before you started using Vacation Tracker. You set it once — and from then on, the system does the math for you automatically.

What Does “Initial Brought Forward” Mean? 

It’s the number of leave days an employee has when you first begin using Vacation Tracker.

This may include: 

• Unused days rolled over from a past period 
• Leave days already earned in the current year before Vacation Tracker 
   

Importing Initial Brought Forward 

When setting up or adjusting records, you can import these balances. Instead of updating profiles one by one, use the Import section to upload all Initial Brought Forward balances at once. 

| This action can only be performed by Admins, so verify you have Admin access before proceeding. Make sure all users and leave types are already set up in your Vacation Tracker account prior to importing balances. 

 
Step 1. Go to the left-hand menu in Vacation Tracker and select the Imports section.  
 
 

Step 2. Click on Initial Brought Forward.
 
 

Step 3. Download the template (CSV or Excel) and complete it with the required information, including the user’s email, the leave type, and the balance amount. 
 
 

Step 4. Return to the Imports section and open “Import Initial Brought Forward.” This time, click the purple “Start Import” button. 

Step 5. Follow the on-screen prompts to map each column from your file to the corresponding fields in Vacation Tracker. Review all details carefully before completing the submission. 

Step 6. Once submitted, you’ll see a confirmation page.