Uploading Users and Departments with a CSV

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by Sydney Phelon
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 What you will need:

  • Betterworks Super Admin rights.
  • Spreadsheet software such as Microsoft Excel or Google Sheets.
  • CSV templates download at the bottom of this article.

 Looking to make an individual update? Click here

Create A Users CSV File

1. Note required columns for the Users CSV file:

 date_format.png

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

2. Ensure your CSV contains the required columns from the previous table. Do not add values in the deactivation_date column.

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

4. Inspect for superfluous commas (for example: ",,,,,")

5. Remove superfluous commas from the CSV file

6. Save CSV file

Note: We've provided two Users.csv templates at the end of this page - the Basic version includes our recommended fields and the Advanced version includes all possible fields.

Uploading A User CSV File

1. Login as an Admin

2. Navigate to Admin > User management > Departments > CSV > upload 

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"
Create Department CSV

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"

Screen_Shot_2018-10-09_at_1.52.04_PM.png

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

4. Inspect for superfluous commas (for example: ",,,,,")

5. Remove superfluous commas from the CSV file

6. Save CSV file 

Uploading A Department CSV File

1. Login as an Admin

2. Navigate to Admin > User management > Departments > CSV > upload

3. Upload Department CSV file

4. Save

5. Refresh page  

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

CSV Templates

department.csv

advanced_users (1).csv

basic_users.csv

     
 

Problems?

  1. 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).
  2. Ensure there are no inputs in the "deactivated" field.
  3. 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.
  4. If you have input parents, do they exactly match a department? Example
 
     

  *Looking for instructions on bulk deactivating users? Please view this article.