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