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Set up your organisation

Import staff records

Use a spreadsheet to add or prepare many staff records at once.

Organisation administrators4 min read

Complete this task

Who can do it
Organisation administrators.
Before you start
Use the current template and prepare valid unit references, unique identifiers and work emails.
Where to go
Open Imports from organisation administration.
Steps
  1. 1. Download the template for the required record type.
  2. 2. Complete required columns without changing the headings.
  3. 3. Upload the file, resolve validation messages and execute only a valid import.
Completion
The results show created or updated records, with any rejected rows listed separately.

When imports are useful

Imports are helpful when setting up many users, updating staff details in bulk, or preparing an organisation before launch.

Before you import

Clean the spreadsheet first. The more complete the file is, the less correction work you will need later.

  • Use one row per person.
  • Check that emails are unique.
  • Use unit names that already exist or can be matched clearly.
  • Check supervisor names or emails before upload.
  • Download and use the provided template when available.

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