All Collections
Bulk Actions
Bulk Actions - Data loaders
Bulk Actions - Data loaders

Upload data records from an excel spreadsheet

Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

Data load instructions:

Click here for full instructions on how to complete each data sheet. Please read these instructions before you begin your data load. We also advise referring to these instructions whilst you prepare your data.

Don't worry - The multiple page document isn't as daunting as it first seems! Simply use to Table of Contents to navigate to the specific instructions that you need.

The bulk actions you find under the 'Data Loader' drop down box allows you to load data from an excel spreadsheet directly into an employee's record.


Click here to learn about each error message and how to fix your data. When doing a data load, you may be presented with an error/validation message based on the data inputted.


Customer Services team.

Did this answer your question?