Staff Importer - Legacy

The Staff Importer is for importing staff files. This is the most efficient way to add staff in bulk into the system. The file that you import has to be an excel file in .CSV format (comma delimited).

A staff import file has 6 fields that are required to be able to import the file, every other field is optional. Unlike the asset importer, the staff importer requires you go to into the settings to set which fields you will be importing but you only have to set these fields ONCE. The 6 required fields are External ID, First Name, Last Name, User Status, Email, and Site.

If you click the Logs button in the top right, it will show you the last 10 imports that were performed (See Below).

To start a staff import, go to Imports tab, then Staff. Then click the Settings button in the top right.

The Staff Import Settings screen will pop up and you will need to click the Enable Staff Imports check box to turn on staff imports. Click the Column Headers drop down to expand it. This is where you will choose the Headers that are in the file. The headers need to be put in the same order on this screen as they will be in the file. You only have to do this once as long as you're importing the same fields each time.

A staff import will automatically create staff user ID's for login based on whether you have the "Use full email for user logins" option is checked. If it's checked, it will create the full email address as a login and if it's not checked it will just use the first part of the email before the @ as a user login.

Leave the Import Delimiter as Comma and the Lines to Skip as 1.

Click the Save button at the bottom of the screen when these steps have been completed.

Click back on the Staff tab to go back to the Staff Importer.

Choose the staff file that you are importing and click the Save button.

The results of the import won't show up on this screen. You will need to click the Logs button in the top right to see how many staff records were added or updated.