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coreSTORE - Employees: Importing Employees Using Excel Files



  1. Click on Company
    Step 1 screenshot



  1. Click on Employees
    Step 2 screenshot



  1. Click on the 3 Dot Menu
    Step 3 screenshot



  1. Click on Excel Import
    Step 4 screenshot



  1. Click on Template for Existing Employees


The Template for Existing Employees can be utilized for mass employee updates.


Step 5 screenshot



  1. Click on Template for New Employees


The Template for New Employees allows you to efficiently add multiple employees to the system without the need for manual entry.


Step 6 screenshot



  1. Select Choose from the file upload menu


After entering the data into the spreadsheet, you are ready to upload the saved file.


Click on "Choose File" to open your file explorer. Select the appropriate saved file and click "Open" to upload.


Step 7 screenshot



  1. Click Yes/No to move on to the final step
    Step 8 screenshot



  1. Click on Complete Excel Import
    Step 9 screenshot



  1. You are DONE importing the file! Hooray!


Upon completion, you will receive a confirmation message in the top right corner.


Please be aware: A green box indicates success, while a yellow box signals an error. Please pay attention to these messages.


Step 10 screenshot


Updated on: 06/26/2024

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