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Importing Users

  • Quickly download and add several employees at once using the custom CSV template.

  • Use the provided template and download it as the UTF-8 file. This will ensure a smooth, error-free import and saves the hassle on manually importing.

How Can I Add Multiple Users at the Same Time?

If you have a lot of employees you'd like to add at one time, you can import them through a CSV spreadsheet.

  1. Go to the Users page and select Import Employees at the top
    import employees
  2. Select Download Template and save it to either Excel or Google Sheets
  3. Fill out each field completely and download it as a CSV
  4. Click the Upload CSV file button and pick the correct document.
  5. Match your CSV columns with the correlating field in Timeero. You can click the Map Common Fields button and it will try to match columns that have exact name matches, otherwise pick from the drop down menu. Fields marked with the * symbol are required.
  6. Once done, click Start Import. This may take a few minutes, depending on how many users you are adding.

When importing a CSV file, please note certain fields are case-sensitive and should match template 

How do I Format the Template? 

When filling out the data in your spreadsheet template, please note certain fields are case-sensitive or may only accept specific input.

First Name- Employee's first name (not case sensitive)

Last Name - Employee's last name (not case sensitive)

Email - Employee's email

Phone Number -Numbers only, do not add parenthesis, dashes or spaces. This is optional if you are not sending a user an SMS invitation.

Role -Admin, Manager, or Employee

Hourly Pay Rate -This is optional

Password -Must contain at least 6 characters - 1 uppercase, 1 lowercase, 1 number and 1 of these special characters: .@$!%*#&

Employee ID -This is optional


Track Mileage - yes or no

Send Invite -No for do not send invite, Yes to select one or both of the following options


Email Invite- yes or no


SMS Invite- yes or no

 

How Do I Download The CSV?

If you are using CSVs to input non-ASCII characters, you will be required to select Unicode encoding. Otherwise, any invalid characters will be marked with a ?.For example, in Microsoft Excel:

  1. Click Save as
  2. Click the drop-down menu next to File format
  3. Select CSV UTF-8 (Comma delimited) (.csv) from the drop-down menu
  4. Click Save
When editing your spreadsheet in Google Sheets, downloading the file to a .csv will automatically have the UTF-8 form.
 

You can use your own CSV file instead if you already have one built, just make sure you have names for all of your columns!

 
FAQs
What if there are errors in my CSV when importing? 

Some columns are case sensitive. Double check to make sure the formatting matches the template exactly. 

Can I use the same template to add additional users? 

Yes, you are able to re-use the same template, just follow it accordingly, and once finished you will have to re-import.