CSV Employee Import

Save time by adding multiple colleagues at once using a CSV file. This is ideal when onboarding a new team, migrating from another system, or setting up your workspace for the first time.

Download the example CSV to get started, fill in your employee data, and upload it. We'll handle the rest, including creating any new job titles and setting up team assignments automatically.

How it works

1. Job titles are created automatically. If a job title already exists, it will be reused.

2. Teams require both team_name and team_manager_email. The manager must either already exist or be included in the same import.

3. Dates support multiple formats (e.g., 2021-01-08, 08/01/2021, 08-01-2021).

4. Existing employees (matched by email) will be updated with the new data.

Required columns

• first_name → Employee's first name

• last_name → Employee's last name

• email → Employee's email address

Optional columns

• started_on → Start date (e.g., 2021-01-08)

• born_on → Date of birth (e.g., 1990-08-15)

• job_title → Job title name (e.g. Marketing Manager)

  • created automatically if it doesn't exist

• team_name → Team to assign the employee to

• team_manager_email → the manager's email

  • Required when using team_name

Updating existing employees

Already imported employees before? Just upload a new CSV. Existing employees (matched by email) will be updated with the new data.

To update employees, upload a CSV with their email address and the fields you want to change. Existing employees are matched by email. Fields with values will overwrite existing data, fields left empty will not be touched.