Import Staff

If your staff does not sync from ProviderPro employees, you can import them from an Excel spreadsheet directly to Staff Scheduling or Time Tracking to add or update staff information and create their user accounts.

At a minimum, you need the following required columns to import new staff:

  • Column A: Email Address

  • Column B: Password

  • Column C: PIN

  • Column D: Code

  • Column E: First Name

  • Column F: Last Name

  • Column G: Active

  • Column H: Type

You can include other columns as well, such as Default Cost Center, Default Wage Type, Default Task, etc.

Here is an example file:

Example Excel file

To import staff:

  1. Select Import from under the Staff menu and then select Staff.

    Select Import from under the Staff menu and then select Staff.

  2. Drag the Microsoft Excel file(s) you want to import, or select Choose Files to browse for the file, and click Upload.

    Drag the Microsoft Excel file(s) you want to import, or select Choose Files to browse for the file, and click Upload.

  3. When the file has been processed successfully, Done appears beneath it.

    When the file has been processed successfully, Done will appear beneath it.

    If the file has not imported correctly, Error appears beneath it. If you click on Error you can see what caused the import to fail (such as a missing password). Make the needed corrections to the import file and try again.

    If the file has not imported correctly, Error will appear beneath it.