Uploading Users & Departments In Bulk

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Create A User CSV File

1. Review required columns for the User CSV file:

Note: If you add a phone number in one of the custom fields, this will display on the user's profile.

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2. Ensure your CSV contains the required columns from the previous table.

Note: Any value in the deactivation_date column will deactivate a user (if active) at the time/date the file is uploaded.

3. Save CSV file and open it in a text editor to test for errors

4. Search for and remove any superfluous commas (i.e. ",,,,,")

5. Save CSV file

Note: We've provided (2) templates at the end of this page. The "Basic" version includes our recommended fields while the "Advanced" version includes all possible fields.

Uploading A User CSV File

1. Login as an Admin

2. Navigate to Admin > User Management > Departments and users > Users > CSV upload

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3. Upload Department CSV file

4. Save

Creating A Department CSV File

If you need to build a parent department structure (i.e. multiple cost centers that flow up to 1 general department), then use the department CSV to create parent departments so that you can easily filter during reporting.

1. Create a CSV file with 2 columns: "name" and "parent"

Column Header Required Notes
Name Yes Name of the department ie:Finance
Parent No The name of the department one level up in the hierarchy

2. Ensure any "parent" entries have "departments"

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3. Save CSV file and open it in a text editor to test for errors

4. Search for and remove any superfluous commas (i.e. ",,,,,")

5. Save CSV file 

Uploading A Department CSV File

1. Login as an Admin

2. Navigate to Admin > User Management > Departments and users > Departments > CSV upload

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3. Upload Department CSV file

4. Save

5. Refresh page  

Note: Deactivating departments must be done manually, via individual update. 

CSV Templates

departments.csv

advanced_users.csv

basic_users.csv

     
 

Problems?

  • Check if there are superfluous commas in the CSV file. Determine this by opening the file in a text editor such as TextEdit (Mac) or Notepad (PC).
  • Ensure there are no inputs in the "deactivated" field.
  • If you need to remove a manager completely (for example, a new CEO being promoted from a position beneath the old CEO), re-upload the file with that employee's manager field empty.
  • If you have input parents, do they exactly match a department?
 
     

For information on individual updates, click here.