How to Export CSV Data from ADP and Import It into clariBI

ADP is a leading payroll and HR management platform used by businesses of all sizes. Exporting your ADP data as CSV and importing it into clariBI enables AI-driven analysis of payroll costs, workforce demographics, tax liabilities, and employee trends.

What You Can Export from ADP

• Payroll summary and detail reports (gross pay, deductions, taxes, net pay)
• Employee demographic and directory data
• Tax liability reports (federal, state, local)
• Benefits enrollment and deduction summaries
• Time and attendance records
• Turnover and headcount reports
• Wage and compensation history
• Custom report configurations with selected fields

Export CSV Data from ADP

Method 1: Export from Report Library

1. Log in to your ADP portal (RUN, Workforce Now, or your specific ADP platform)
2. Navigate to Reports from the main menu
3. Browse the Report Library or select a saved report
4. Choose a report (e.g., Payroll Summary, Employee Census, Tax Liability)
5. Set the pay period, date range, and any filters
6. Click Run Report to generate the results
7. Click Export at the top of the report and select CSV (or Excel/CSV)
8. Download the file to your computer

Method 2: Build a Custom Report

1. Go to Reports > Custom Reports (or Report Writer)
2. Click Create New Report
3. Select the data category (e.g., Payroll, Employee, Benefits)
4. Choose the specific fields you want to include in your report
5. Set filters for date range, department, or location
6. Click Run and then Export to Microsoft Excel

Method 3: Export Employee Data

1. Navigate to People (or HR) > Employee Directory
2. Use filters to select active employees, specific departments, or locations
3. Click the Export option from the toolbar
4. Select CSV format and choose which fields to include
5. Download the generated file

Tips for Clean Exports

• ADP report names and navigation vary by product (RUN vs Workforce Now) so look for the Reports section in your specific version
• Export pay period data individually rather than in very large date ranges to avoid timeout issues
• Include company code and department fields for multi-location analysis

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "ADP - Payroll Summary Q4 2024")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What is our total labor cost by department and how does overtime impact each group?"
- "Show me employee turnover rates by location and tenure over the last 12 months."
- "What are our tax liabilities by state and how have they changed compared to last year?"

clariBI's AI will automatically analyze your data and suggest relevant insights.