How to import your people and positions data from a CSV spreadsheet

Easily import and update people and positions data sources from a CSV or spreadsheet, incl. Excel, Sheets, Airtable, SmartSheet, Numbers, and ActiveDirectory.

Related pages:

1. Preparing your CSV spreadsheet
2. Importing your CSV spreadsheet
3. Updating from a CSV spreadsheet
4. Troubleshooting your CSV spreadsheet

Resources

Below are some resources to help as you import your own data.

Template CSVs

We have created demo CSVs to show how to structure your data for import:

100-person org with custom properties and vacant positions

1000-person org with custom properties and vacant positions