Email CiviHR

Import Staff Records

Go to Staff -> Import Contacts 


Step 1 of 4


Select your import CSV file containing contact, demographic and bank data. Confirm whether the first row of the file contains column headers. Select the date format used in your CSV file and click Continue.


Importing contacts step 1


Step 2 of 4


Match fields from your CSV file to appropriate CiviHR fields. You can save this mapping for future imports by selecting 'Save this field mapping' before clicking Continue. 


Importing contacts step 2


Step 3 of 4 


Review the number of rows to be imported to make sure they match your import CSV file. You can download the errors file and edit the corresponding staff data in the import CSV file. When there are no more errors, click Continue to start the import.


Importing data step 3


Step 4 of 4


See the summary of the number of contacts imported successfully. You can search for the contacts that you just imported and examine their staff profiles to make sure all data reads as expected. 


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.