For the complete documentation index, see llms.txt. This page is also available as Markdown.

Bulk Employee Upload

If you need to create multiple employee profiles at once, Console allows you to upload a complete employee list using a CSV file. This is useful when onboarding a large workforce, configuring environments for testing, or migrating employee data into the system.

Bulk upload is irreversible, once employees are added, they cannot be deleted, only deactivated.


To bulk upload employees:

In Console, go to:

  1. Access Management > Employees

  2. Then click the Upload CSV button in the top right corner.

The upload screen will appear:\


Preparing the CSV File

Create a CSV file with the following structure. Each row should represent one employee record. Ensure the data is accurate, as mistakes can lead to partial or failed imports.

Column
Required
Description

Username

Yes

Employee’s email address

First Name

Optional

First name of the employee

Last Name

Optional

Last name of the employee

Roles

Optional (roles must already exist, should it be a pratice to verify the roles exist)

Comma-separated list of role identifiers (e.g., ROLE_ADMIN, ROLE_PAYMENTS_OPS)

You can download a blank template to get started:

Uploading Your File

  1. Drag and drop your prepared CSV file into the upload area or click Choose file.

  2. Click Continue to begin the import.

Note:

  • Maximum file size is 2 MB

  • Only CSV files are supported

  • Up to 1,000 rows can be uploaded in one file


Frontend Validation

Before uploading starts, the system will check for:

  • File type: Only .csv files are accepted

  • File size: Files larger than 2MB will be rejected

Errors:

  • Unsupported file type: "Please upload a CSV file."

  • File too large: "The maximum file size allowed is 2 MB. Please upload a smaller file."



Import Outcomes

Import Successful

All rows were valid and imported. A confirmation will show the number of employees added (e.g., “1,023 employees imported”).

Import Partially Completed

Some rows were invalid, and others were successfully imported. You’ll see a detailed breakdown of errors:

Row
Name
Surname
Error

247

Alex

Smith

Surname cannot be empty

264

Erica

Berg

Email is invalid

341

Couldn’t process this row

Only valid entries are processed. You can fix the errors and re-upload just the failed entries.

Import Failed

No employees were imported due to:

  • Unsupported file format

  • Corrupted CSV (e.g., binary data)

  • Incorrect structure


Tips for a Clean Import

  • If the file contains usernames that already exist in the system, those rows will fail with a uniqueness error. Avoid re-uploading the same file without removing previously imported usernames.

  • Use consistent formats for values (no trailing spaces, correct casing)

  • Avoid uploading test data to production

  • Review roles before assigning these impact access permissions

  • Deactivated employees cannot be removed, only reactivated if needed


Last updated