Task: Monthly Leave Balance Upload to Humanforce


Step 1: Export Data from Pronto

  1. Generate the Leave Balance report in Pronto.

  2. Save the file in its default format (OpenDocument Spreadsheet .ods).

  3. Important: Save it into your upload folder (e.g., C:\Humanforce_Uploads\).

    • You do not need to change the name or convert it—the script will handle it.

    • Ensure only one Pronto file is in this folder to avoid confusion.

Step 2: Run the Conversion Script

  1. Open the upload folder.

  2. Double-click (or Right-click > Run with PowerShell) the file named Convert-LeaveBalances.

  3. A window will appear and say "Converting ODS to CSV...".

  4. When it finishes, you will see a new file named humanforce_upload.csv.

Step 3: Upload to SFTP

  1. Open WinSCP and Login.

  2. Drag the humanforce_upload.csv file from the Left panel to the Right panel.

  3. Close WinSCP.

Step 4: Run Import

  1. Log in to Humanforce > Management > Advanced Integration Central.

  2. Run the "Leave Balance Import" task.