Manual CSV Staff

The Manual CSV Staff option is for importing staff files. This is the most efficient way to add staff in bulk into the system. The file you import must be an Excel file saved in .CSV format (comma-delimited).  You can activate the import by contacting Support or Implementation for setup assistance.  

The Manual CSV Staff import has to be enabled in the Settings - Imports - Import Users Settings - Staff - CSV. 

A staff import file has 6 fields that are required to be able to import the file, every other field is optional. The 6 required fields are Staff ID, Staff First Name, Staff Last Name, Staff Site, Staff Type, and Staff Status.  The Template button will export a sample heading file of the fields that can be imported. 

To upload a file, either click or drag it into the designated box. When a file is selected, it will now allow the user to preview the file before selecting to upload as shown below. Click 'Upload' to start the process.

Once the file has been uploaded, it will begin the process of importing the information and will provide a status of the process.

The status will change to complete once it has finished the process. It will also update the appropriate columns with the number of records that were created, updated, unchanged or if errors were found. If errors are found, they can be fixed in the file and uploaded again.

Import Logs are also stored to show the status of previous imports. You can also download the imported file for each entry by clicking the "File" link on the right side (see below).