Staff Import Tool

The Global staff import tool can be used by administrators to quickly create new staff profiles. This tool allows you to bypass having to manually create each staff member or have them apply, and instead provides an excel template that can be filled out and then uploaded to create multiple staff member’s profiles at once.

Filling Out The Template

In order to download the staff import template and create the new staff users, you will need to follow the steps below.

How to Navigate to the template page

To start, you will want to click on the Global button on your navigation bar. Once in the global section, click on Tools and then Staff Import on the navigation bar.

Download the template

You will be brought to a page where you can download the template. Simply click on Download Template and a pre-populated excel spreadsheet will start to download.

Fill out the template

Once the template has been downloaded, you can open it in excel and begin to create the staff’s profiles.

Each line represents a different staff user. Email, First and Last name are all mandatory fields and will need to be filled out for each staff member in order to be uploaded. There's no limit on the number of staff users that can be created at once.

Once you have created the staff, save the file. You will want to make sure it is saved as a .csv file in order to complete the next step.

Upload

To upload the template back into the system, navigate back to your internet browser and click continue. You will be brought to a page where you can choose the file you just updated and select it for upload.

Click Conduct Test for the system to check the file for errors. If there are any errors, such as duplicate names etc. the system will provide a warning.

Confirm upload

If there are no errors you click Complete Import and the staff client assignments will be officially updated.