How to Import Staff Members - CSV.file

Adding staff can either be done by importing a csv spreadsheet, from your accounting software or by manually entering them, if you're a small business and just want to add your staff individually see How to Add a Staff Member.

Please note: you are able to import multiple staff however, you cannot add or edit staff without assigning a Staff Type. A staff type means you are assigning either an Office or a Kiosk licence to a user. Once you have reached your limit, you will not be able to add anymore without purchasing additional licences.

Importing Staff Members

Save time and import your staff list by using a csv.file spreadsheet.

  1. Access your Staff tab from the user menu panel.
  2. Click the 'Import' button - you will be taken to your imports log.
  3. Click 'Create' & you will now see the option to download a sample CSV.
  4. Once your sample csv has downloaded, open and add your data.
  5. Once you've completed your sample csv, save and upload.
  6. To finalise click 'Create' where you will be redirected to 'Start' your import.
  7. Click 'Start' & allow your staff list to import.

Once this is completed you will be taken to your import summary.

Start your upload
Import Summary

Import Errors: your import summary will identify any errors in uploading your staff list, if you have received this, simply click on update, amend your file and start the import again.

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