How do I import employees into Fixably?
This article provides an overview of how to import employees into Fixably.
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Part Requests
- Incoming Part Allocation
- In the Navigation Sidebar, select Users.
- Select Employees.
- In the upper right corner, select Employee Import.
- You can download an example with all added fields by clicking on Download example CSV.
- Open the example file in your selected spreadsheet software and fill in the required information for each new employee account.
- Navigate to the Employees menu in Fixably.
- Select your saved CSV/XLSX file from the file upload menu.
- If you are importing a CSV file, choose Comma as the CSV delimiter.
- Click on Submit.
- The newly created employee accounts will be visible at the bottom of the list.
- To edit any details (for example, access levels or default store location) associated with the employee, select their name from the list.
- When you have completed any required changes, remember to select Save.