Import employees from a CSV file

What this does

Import creates many employees from one CSV file. The app matches your columns by their headings, shows a preview and skips rows that have problems.

Steps

1. Go to Employees and choose Import CSV. On an empty list, choose Import from CSV.
2. Choose Download the template to get a file with the right headings, or use your own CSV.
3. Choose Choose a CSV file… and pick the file.
4. Under Columns, check each match. For a column you do not need, choose Ignore this column.
5. Read the Preview. It shows how many employees are ready and how many rows need fixing.
6. Fix the file and choose Check again if needed.
7. Choose Import {count} employees. The message says how many were imported.

What the checks say

• "Use a date like 2026-01-05."
• "Use an amount like 1234.56."
• "Use a number."
• "Use yes or no."
• "Use salary or hourly."
• "Use a two-letter code such as ON."
• "No pay group has this name." The same applies to departments and locations. Create them first in Settings.
• "Appears more than once in this file."
• "Institution, transit and account are all needed."

Each flagged row shows its line number. Rows with problems are skipped.

Good to know

• Create pay groups, departments and locations before you import. Names must match.
• After the import, add tax claims and recurring items on each employee. Add opening balances if employees joined this year.
• A bad row does not stop the good rows.
• To import prior year-to-date figures, see Year-to-date opening balances and adjustments.