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HelloID

Manual snapshots

A manual snapshot re-applies each source system's configuration (source mappings, display name formatting, primary contract & manager determinants) to its latest imported raw personnel data, without fetching any new raw personnel data.

This means that:

  • In-production Persons will be updated according to any changes you've made to source system configurations since the last snapshot.

  • No in-production persons will be added or removed—to say it again, in-production persons will only (potentially) be updated.

  • If external personnel data in the source systems has changed since the last import, those changes will not be reflected in HelloID as a result of a manual snapshot. Changes in external data will only be fetched the next time an import occurs (see Imports).

To get started, Manually generate a snapshot.

Note

Manual snapshots only include source systems which you've already imported at least once. Any source systems which haven't had an initial import won't be included in manual snapshots.