Import using a spreadsheet

We have all the "how-to" articles you'll need to import your organization with a spreadsheet.

Contents:

  1. Preparing your spreadsheet
  2. Importing your spreadsheet
  3. Troubleshooting your spreadsheet

 

Resources

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

Demo CSVs

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

 

15-person org with custom properties and vacant positions

100-person org with custom properties and vacant positions

 

Support

If you have questions about importing or updating a scenario using a CSV you can email us at support@functionly.com or use our Contact Us page.