ClockShark's Data Import Tool

How to make use of ClockShark's Data Import feature to quickly upload data in bulk

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. There is also a helper text file that describes 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 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 (must have either an email address or phone number) - must be unique and follow an email format - i.e. fake@example.com

  • Phone number (must have either a phone number or email address) - ClockShark currently only supports phone numbers from the USA, Canada, the UK, and Australia

  • Password (required) - must have eight characters or more with one uppercase and one number. Cannot use consecutive numbers (i.e. 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 set up 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 our length) then you will receive 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 our length) then you will receive 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!