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