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Employees

Bulk importing employees via CSV

How to import your entire team at once from a spreadsheet.

If you have a large team, you can import all employees at once rather than adding them one by one.

Download the template

Go to Employees and click Import. Download the CSV template to see the correct column headers.

Supported columns

  • name — required
  • email
  • department
  • job_title
  • location — must match a location you've added in Settings
  • phone
  • start_date — format: YYYY-MM-DD
  • status — Active or Inactive (defaults to Active)
  • notes

Upload and preview

Save as CSV and drag it onto the Import panel. You'll see a row-by-row preview before confirming. Any validation errors are shown inline.

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