User import | Standard file format

1) The Easy Employer user standard file import
2) How to download the user standard file
3) Entering the data into the file
4) How to import the file

 


🔍 RELATED ARTICLES

Users | Updating a user's status
Imports/Exports | Standard File Format + Layout


 

1) The Easy Employer user standard file import

The Easy Employer user standard file import is a .csv file which you can use to import new users or update existing users. It is a great way to add new user or update existing if you use a payroll application that we do not currently support or you need to import data that is not currently handled via an existing integration.

The standard file import would be used to import multiple users in to Easy Employer at the same time (bulk import).

 

2) How to download the user standard file<

  1. Click Organisation.
    navbar_org.png
  2. Click Import / Export.
    org_imp-exp.png
  3. Click Import / Update Users.
    imp-exp_upd-users.png
  4. Select easyemployer Standard Format in the source application drop down.
    imp-usrs_std-file.png
  5. Click on Click here for an example file and save it to your computer.
    imp-usrs_dwn-std-file.png

 

3) Entering the data into the file

Once you have obtained the file following the instructions above, you can enter the data into the file, either copying and pasting from another document (e.g. a contact list) or entering manually. It is important to keep the headings of each column as this is used to match the field in
Easy Employer (the import file specification is located here).

 

4) How to import the file

  1. Click Organisation.
    navbar_org.png
  2. Click Import / Export.
    org_imp-exp.png
  3. Click Import / Update Users.
    imp-exp_upd-users.png
  4. Select easyemployer Standard Format in the source application drop down.
    imp-usrs_std-file.png
  5. Click Choose File and find the file on your computer then click Next.
    imp-usrs_upld_file.png
    Easy Employer will match to existing users using a matching algorithm which matches by:
    • Export code
    • Mobile number and email
    • User name
  6. Users will be displayed on an 'Import users' review screen. The default toggles will display new users that will be imported and users that have errors.
    imp-usrs_imprt.png
  7. Different users in the account will be displayed based on the scopes that have been set at the top of this page. Different toggles should be used to ensure that users are imported into the account correctly.
    imp-usrs_togls.png
  8. Once all of the data has been checked and any incorrect data has been corrected, the users can be imported/updated by clicking the 'Import users now' button.
    imp-usrs_bttn.png
Have more questions? Submit a request
Powered by Zendesk