Our Data Import feature allows you to quickly and easily upload CSV spreadsheets of Employees, Jobs and Tasks into ClockShark which can drastically reduce time spent doing manual entry. This feature is available on all ClockShark plans but there are some stipulations.

To get started head to Admin > Data Import. There you can download our import templates and select what you want to import. Coming Soon there will also be a helper text file that will describe all the requirements and limits for all of the data fields listed here.
Note: The import is capped at 1,000 line items per upload in order to keep everything speedy! 🚀

Importing Employees

1. First you need to create your CSV. If you use our template you will see six different columns:

  • First Name (required)
  • Last Name (required)
  • Email (required) - must be unique and follow an email format. E.g. fake@example.com
  • Password (required) - must have eight characters or more with one uppercase and one number. Cannot use consecutive numbers (e.g. 123)
  • Kiosk Pin - Must be four digits and cannot match another PIN currently in use in your company
  • Base Pay Rate

2. Then click the "Import As" drop down and select Employee.

3. Click on this bar to browse your computer files to attach, or simply drag and drop the file onto this bar.

4. Then you will see your data available for review. Here you can edit any of the data fields you see. You can choose to ignore certain optional columns (with the None option), or change the columns if you used a different order than our template. You can also choose to ignore certain rows if there are already employees that are in the system.

5. Select the "Send setup email" checkbox if you want your employees to receive a welcome email that shows them how to use and setup ClockShark. If you don't want to use this right now, you can always send it later once the employee is in ClockShark! 📧

6. If you attempt to import any data that does not work with our requirements (password length, duplicate Kiosk PINs, no first name, etc.) then you will receive errors alerting you what to fix. ❌
Note: For users on the Basic Plan, you will not be able to bulk import employees once you have reached your 5 active user limit.

7. Once everything is correct, hit the "Import" button to finish! ✅


Importing Jobs

1. To get started with jobs, first create your CSV file. Only the name is required while every other field is optional. You will see these columns:

  • Name (required)
  • Job Number
  • Description
  • Street 1
  • Street 2
  • Street 3
  • Street 4
  • City
  • State/Province
  • Postal Code
  • Country

2. Then click the "Import As" drop down and select Job.

3. Click on this bar to browse your computer files to attach, or simply drag and drop the file onto this bar.

4. Again you will see your data available for review. Here you can edit any of the data fields you see. You can choose to ignore certain optional columns (with the None option), or change the columns if you used a different order than our template. You can also choose to ignore certain rows if there are already jobs that are in the system.

5. If you attempt to import any data that does not work with our requirements (job name empty, or any fields that exceed out length) then you will receives errors alerting you what to fix. ❌

6. Once everything is correct, hit the "Import" button to finish! ✅


Importing Tasks

1. To get started with tasks, first create your CSV file. Only the name is required while the task code is optional. You will see these columns:

  • Name (required)
  • Code

2. Then click the "Import As" drop down and select Task.

3. Click on this bar to browse your computer files to attach, or simply drag and drop the file onto this bar.

4. Again you will see your data available for review. Here you can edit any of the data fields you see. You can choose to ignore certain optional columns (with the None option), or change the columns if you used a different order than our template. You can also choose to ignore certain rows if you already have those tasks in the system.

5. If you attempt to import any data that does not work with our requirements (job name empty, or any fields that exceed out length) then you will receives errors alerting you what to fix. ❌

6. Once everything is correct, hit the "Import" button to finish! ✅

And that is how you can use our powerful Data Import feature! 💪 If you have any questions along the way please feel free to contact our Support team and get ready for answers! 🏆

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