Importing Employee Information

Modified on Mon, 13 Jun, 2022 at 10:37 AM

Overview

You may import or update employee information through a comma-separated (CSV) file.

To get started, download the sample import file from the import employees section.

Procedure

The file can contain the following columns. A * indicates the column is required.

UserName *
Password *
FirstName
LastName
EmailAddress
PhoneNumber
Address1
Address2
City
State
TimeZoneId *
ZipCode
LocationRoles *

Some important notes to know when creating this file.

TimeZoneId must match a valid time zone. You can find a list of acceptable time zones here. Use the time zone Name in your import files.
LocationRoles uses the location code. If you have a location code of "1" and an employee role of Cashier then your LocationRole format would be 1=Cashier.

All of our Import files generally follow RFC 4180. However, our import libraries include some advanced features beyond strict RFC 4180 compliance. One of these features is that we allow for comment lines in our import files - any line prefixed with a # will be considered a comment and ignored by the Import tools. This includes, for example, the Product Code field. If you notice any files where items do not import, please ensure that your first column in the CSV file doesn't start with a number sign (#).

Here is a video showing some of the above steps: