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Import staff from a CSV file

In Entity Manager, add or update many staff members at once by importing a CSV file. Import is the fastest way to set up a large group of staff or apply the same change across many of them.

Before you begin

  • You have the Staff Manager role. See About user access to Entity Manager.
  • The Staff Roles referenced in your file already exist. Staff Roles are created in Company Settings.

Steps

  1. From the Kontakt.io Launchpad, select Entity Manager.
  2. Go to Staff.
  3. Select Import.
  4. Select Get template to download the CSV template. The template includes the required columns and the optional columns you can fill in.
  5. Fill in one row per staff member. Each row needs a unique External ID and any settings the Staff Role defines.
  6. Save your file and select it in the Import wizard.
  7. Review the wizard's check of your file. It flags any missing required columns and any rows with errors before the import runs.
  8. Correct any flagged rows in your file and select it again, or continue if there are no errors.
  9. Select Import to finish.

How rows are matched

Import matches each row to an existing staff member by its External ID. If the External ID is new, a new staff member is created. If it already exists, that staff member is updated with the values in the row.

Result

The imported staff appear in the list. If any rows could not be imported, the wizard reports the reason for each — for example, a missing required field, an unknown Staff Role, or a Smart Badge that is already in use. Fix those rows and import the file again. For the full column set, see CSV columns for staff.