Uploading a .csv file with your employees' data to the system will create dozens of Credentially accounts easily and quickly. To do this, follow these steps:
Click the 'Import/Export' sign in the top right corner of your dashboard.
Select 'Import Staff Members from CSV'.
3. You will see the 'Import Staff Members' window. We made a sample spreadsheet for you to download and put your staff data into (you can use the link provided below or download the spreadsheet directly from Credentially).
Since Excel automatically changes the formatting for certain data, we recommend using Google Sheets to make your .csv file.
If you already have a file, please check whether it's the right format:
You have to save the spreadsheet as CSV (comma-separated).
You have to name and fill the columns according to this sample:
[first name*],[last name*],[email*],[date of birth(format: YYYY-MM-DD)],[phone number],[home postcode],[registration number],[skip onboarding],[role]
Roles must match the ones you have configured for your organisation on Credentially. If there is a typo or you put the role you haven't configured into the 'Role' column, an employee will get the role 'Other'.
If you are adding an existing employee, type 'True' in the 'Skip Onboarding' column in the spreadsheet. It means they will not need to complete the onboarding process. If you are adding an applicant and want them to complete onboarding for their role, type 'False' into the 'Skip onboarding column' or leave it blank.
'First name', 'Last name', and 'Email' are mandatory fields. All other fields can be skipped.
Double-check the format of dates of birth (YYYY-MM-DD). If it doesn't match the one at the sample spreadsheet, the dates won't be imported.
Make sure that email addresses don't contain typos or unnecessary spaces. If they do, employees won't be getting emails from the system.
4. As soon as the spreadsheet is done, click 'Browse' and select your CSV file.
The system will upload it and add new employees and their data to your dashboard automatically.
If you experience problems with the import, feel free to contact our support team via live chat or email support@credentially.io.