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Import Multiple Users

Administrators can add new users one-at-a-time or in bulk using a CSV file. Bulk importing saves time and ensures consistency when onboarding multiple employees.

Steps to Import Multiple Users

  1. Navigate to the Staff™ Module.
  2. Select Import/Update Users, then click Import Users.
  3. Scroll down and select the columns you want to include in the spreadsheet template.
    Mandatory columns (automatically included):
    1. First Name
    2. Last Name
    3. Role
    4. Job Title
    5. Username
    6. Email
    7. Hired Date
      (You must include this information when creating new users.)
  4. Click Download Template.
  5. Open the file in a program that supports CSV files, such as Microsoft Excel or Google Sheets.
  6. Complete the spreadsheet with your user information, using the Possible Values section on the Import/Update Users page as a guide.
  7. Save the file as .csv.
  8. Upload your file by clicking Choose a File at the bottom of the page.
  9. Review and confirm the information is correct, then select Import.

Important Notes

  • If you are importing users from another system, make sure the column headers match the names provided in the template.
  • To update multiple users, follow the step-by-step instructions here.
  • Can I re-upload the CSV later to add more columns or update info?
    ✅ Yes! Simply choose the Update option instead of Import when uploading the new file. This will overwrite previous data without creating duplicates.