Ximble allows an easy import of employees either by using a CSV or Excel file. Importing employees into Ximble is the easiest and fastest way to bring in employees' personal data all at once. You may download our template by clicking the button below:
Import file requirements
The CSV/Excel file should contain the following data
- First Name (a required field)
- Last Name (a required field)
- Email (optional)
- Phone (optional)
- Employee ID (optional)
- Address Line 1 (optional)
- Address Line 2 (optional)
- City (optional)
- State (optional)
- Zip (optional)
- Country (optional)
- Position (optional)
- Department (optional)
- Pay rate (optional – hourly pay rate)
* If optional data is not needed, the column should remain blank, having only the header in the sorting outlined above.
Please keep in mind that headers are mandatory.
Column titles (headers) are optional. However if your data does contain headers, then the column labels should be the same as in template above.
Column titles (headers) are optional. However, if your data does contain headers, then the column labels should be the same as in template displayed above.
Note: If a position or department being imported doesn’t exist in the system, it will be automatically created.
CSV/Excel File Example:
This is an example import file with two mandatory fields and a couple of optional columns.
When importing phone numbers, please ensure that the number follows one of the listed formats:
Once your file is ready, you can import it into our system.
If you're not already logged in, please log in to the system and navigate to the Employees section. Click on the “More” option on the top of the page, and select “Employees” right below the “Import” title. These options are highlighted in the screenshot below.
Once you click that option, another page will show up allowing you to select a file from your computer.
When you’ve selected the file from your computer, click on the “Upload List” button and the system will handle the rest of the process. When the import process completes, you’ll be taken to the list of your employees.
If you want to add employee profiles manually, please take a look at the “How to Add a New Employee” article.
Please find import file template below: