Importing your employee list into Begin is a great way to save time and avoid manual data entry. Follow the steps below to make sure everything goes smoothly.
Step 1: Prepare Your Employee List
The easiest way to prepare your file is to start with Begin’s example file:
Open the Employee's list
Click Import Employees and download the example file.
Open the downloaded file and fill in the required columns. At a minimum, make sure First Name and Last Name are added.
Some tips:
To make the import smoother, if you plan to assign Locations or Departments to employees, make sure they are created beforehand in Organisation's settings.
You don’t need to fill in every column — only the information you actually need.
Once your data is ready, save the file as CSV UTF-8 (Comma delimited) (.csv).
This step is important to ensure the data is imported correctly.
Step 2: Upload the CSV File
Drag and drop your CSV file into the upload area, or click to select it from your computer.
Make sure the file meets the requirements:
File format: .csv
Maximum size: 10MB
Click Import to complete the process.
After the import is finished, Begin will notify you if any issues are found. If there are errors, simply update your CSV file and try again.
Requirements & Helpful Tips
Make sure your CSV file is properly formatted and all required fields are filled in.
Double-check email addresses and other key fields for typos.
Check for duplicate personal information (such as personal codes or phone numbers).
If you need help at any point, our support team is always happy to assist. 💡