Importing staff data

If you have existing data on your staff members, you can import them into the system all at once. You can do this yourself, but it's recommended that you contact the eyworks team if you want to import data. Technically, you can import any CSV file into eymanage, but it may be better to download the staff import sheet attached to this article.

1. Click on  Staff in the sidebar.
   
2. Click on the  icon in the top right to go to the import page.
   
3. Click on Browse to select a CSV file to import and Open it.
   
4. Click Next to see a summary of all the data from the CSV file.
   
5. Click on the drop-down menus to choose which fields in the staff profile each column of data aligns to. The First Name and Last Name fields are mandatory and must be selected to continue with the import.
   
6. Check Skip if you don’t want a particular column to be imported to the profile.
   
7. Click Next.
   
8. On this page, you'll be able to edit any of the data you’ve imported.
   
9. Click Next again to finish the import.

Not all options and fields can be filled in during an import. Certain things, like checking Create eymanage Staff Login, must be done on the staff profile.

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