Importing Staff from Excel
Using Microsoft Excel, you can fill out a template in .csv format to import your staff data.
In Tanda, go to Staff and My Team and on the right click on Import from… and select Excel (CSV):
On the import from Excel page, follow the link to download the import template. You can open this in Excel, or in any text or spreadsheet editor.
Fill the details for your staff into the appropriate columns. Add a new row for each employee. When you have finished filling out the data, save the file in .csv format.
You can then upload the file back into Tanda. You can also apply one or more tags to the staff that will be imported by entering them into the text box, separated by commas.>
Click the Import Staff button when you’re ready. Importing can take a minute or two, depending on how many staff you have, so be patient — and don’t click the button again!
When the import is complete you’ll see your new list of staff. If there were any errors in the import, Tanda will let you know what went wrong, and which line of the .csv file was the culprit. The errors can be corrected by editing the .csv file, though if there are only a few that didn’t work, it may be easier to add them manually.
Contact support@tanda.co if you get any errors you are unable to fix.