How do I import employees in bulk?

Overview

The import feature allows you to add or synchronize collaborators in bulk from a file, without having to add them one by one.

How it works

Step 1 — Processing history

From the collaborators administration, go to the page Import which lists the history of previous synchronizations.

Step 2 — Choose the import type

Select the operation type: add, delete or mirror synchronization.

Step 3 — Upload the file

Upload the Excel or CSV file containing the collaborators.

Step 4 — Review alerts

The system analyzes the file and displays analerts report on the detected anomalies (invalid rows, missing fields, etc.).

Step 5 — Check the analysis

ananalysis report details the operations that will be executed (creations, updates, deletions).

Step 6 — Start execution

Confirm to launch the runner that applies the operations. The status is updated live.

Types of operations

• Add (upsert): create new collaborators or update existing ones

• Delete (delete): remove collaborators

• Mirror synchronization (mirror): replace the full list — collaborators missing from the file are removed

Test mode (dry run)

It is possible to run a simulation before actually applying the changes. Test mode displays a report of the planned operations without applying them.

Message tracking

Each synchronization operation generates tracking messages indicating the result for each collaborator (success, error, etc.).

Alternative: SCIM provisioning

For automatic and continuous synchronization with an enterprise directory (Azure Active Directory, Okta, etc.), see the article "Automatic collaborator provisioning (Provisioning / SCIM)".

What the assistant can do

The assistant cannot start a bulk import. It can explain how it works and guide you to the administration interface. With the Administration scope, the assistant can add collaborators one by one.