How to Import Staff Members using a CSV.file
Adding staff members can be done in one of three ways:
- Importing from a spreadsheet, as described below,
- Syncing with your accounting software,
- Adding them manually.
Please note: You are able to import multiple staff - however, you cannot add or edit staff without assigning a Staff Type, i.e. assigning either an Office or a Kiosk license to a user. Once you have reached your license limit, you will not be able to add more staff without purchasing additional licenses.
Importing Staff Members
- From the User Menu Panel, navigate to Staff > Import.
- Click Create, then download the sample CSV.
- Once the file has downloaded, open it and add your data.
- Save the file and Upload.
- Click Create, then Start.
Once the import is completed, you will see a summary.
Import Errors: Your import summary will identify any errors in uploading your staff list. If you see an error, click Update, amend your file, and start the import again.