The Sapling team can import all your team members when you provide a CSV in the right format
To complete your company set-up, you'll need to by import your people's information.
To make this process as speedy as possible, follow the formatting guidance below.
- Make sure you have exported or saved your file as a CSV (the best CSV format to use is: UTF-8 CSV)
- The only required columns in each form are First name, Last name, Company Email and Start Date
Columns to pay attention to:
Location, Department and Employment Status
- Use this column to assign people into different groups
- We will add people to existing groups or create a new group if we don't recognize the name.
Start Date /Date of Birth/ Date should be in YYYY-MM-DD format