Data Import new user

Step 1: To access the Main menu, look for the vertical list of options on the left side of the page.

Step 2: Click on “people” to open a submenu with a list of options.

Step 3: Select ‘Data Import‘ from the navigation bar on the left side.

Step 4: To download the sample CSV file, click the ‘Download Template‘ button. The downloaded template will contain a “Date of Joining” column and a “Date of Birth” column, which should be filled in the format YYYY-MM-DD.

Step 5: Click the ‘Upload‘ button under the ‘Upload new Users‘ section.

Step 6: Click or drag a file to the upload area in the popup to begin uploading your CSV file.

Step 7: Click the “OK” button in the modal to proceed with the CSV data imported.

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