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How to import users with a CSV file
How to import users with a CSV file

How to bulk import people and roles to the platform and deactivate them.

Updated over 9 months ago

How to import users

  1. Go to Settings > User Management > Bulk Import

  2. Download the CSV file template

  3. Add your employees in the file (either in Excel or exported from another system)

  4. Upload the file to Workleap Skills

File format

Column

Description

Email

(Required) The user email.

  • This field is the unique identifier and must be unique.

  • If the email does not exist, we will add a new user.

  • If not, we will update the rest of the fields.

  • If the user is missing from the file, we'll flag them as Deactivated

FirstName

(Required) The user first name.

LastName

(Required) The user last name.

JobTitle

The user job title.

  • If the job title already exist in Workleap Skills, we will assign the user to the role.

  • If the job title does not exist in Workleap Skills, we will create a new role based on the best match on our market database and assign it to the user.

Department

The user current department.

  • This field is used only for reporting and search.

  • If the department does not exist in Workleap Skills, we will create a new one.

ManagerEmail

The user manager email.

  • This field is used to assign a manager to the user.

  • The manager

DateOfBirth

The user date of birth.

  • This field is used only for reporting.

StartDate

The user start date.

  • This field is used only for reporting.

Gender

The user gender.

  • This field is used only for reporting.

Ethnicity

The user ethnicity.

  • This field is used only for reporting.

Status

Change the state of the user in the system.

  • Active:

    • If the employee does not exist, create it in "created" state

    • If the employee is "deactivated", reactivate it.

  • Inactive:

    • If the employee is "active", deactivate it

    • Do nothing for other states

Technical requirements

  • The file must be encoded in CSV UTF-8

  • Job titles often have commas, make sure to wrap them in double quote (ie. "Director, Talent Development")

  • The first line of the file must have the headers with all the fields

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