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Importing employees list with CSV file

Here you find the article which helps you step by step to import your employees list to Begin software easier

Merilin Peetris avatar
Written by Merilin Peetris
Updated over 2 months ago

Importing an employee list into Begin software can streamline your operations by reducing manual data entry. Follow these steps to ensure a successful import.

Step 1: Prepare Your Employee List

Before you start, make sure your employee list is saved as a CSV file and includes the following columns:

  • Personal Code

  • First Name

  • Last Name

  • Email

  • Country Code

  • Mobile Phone

  • Location

  • Department

  • Employment Start Date

  • Workload %

  • Export Code

Here's an example of what your CSV file should look like:

Step 2: Access the Import Feature

  1. Log in to your Begin account.

  2. Navigate to the Employees section from the gearwheel.

  3. Click on the Import Employees button.

Step 3: Upload the CSV File

  1. Drag and drop your CSV file into the designated area or click to select the file from your computer.

  2. Ensure your file meets the requirements (e.g., the file must be in .csv format and should not exceed 10MB).

  3. Once uploaded, review the data preview to ensure everything is mapped correctly.

  4. Click Import to finalize the process.

After the import process completes, Begin will notify you of any issues. If there are errors, make the necessary corrections in your CSV file and try the import again.

Requirements & Tips

  • Ensure your CSV file is correctly formatted with all necessary columns filled.

  • Check for common errors like incorrect email formats or missing required fields.

  • File size should not exceed 10MB.

For further assistance, please contact our support team. 💡

Tel: +372 600 7770
E-mail: support@begin.ee

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