How to Import Data

Quickly and easily upload CSV spreadsheets of employees, jobs, and tasks into ClockShark and drastically reduce time spent on manual entry.

Go to Admin > Data Import and download our import templates and select what you want to import. There is also a text file that describes all the requirements and limits for all of the data fields listed here.

You can import up to 1,000 line items per upload.

Import employees

1. Create your CSV file. The import template includes the following columns:
   • First Name (required)
2. Last Name (required)
3. Email (must have either an email address or phone number) - must be unique and follow an email format - i.e. fake@example.com
4. 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
5. Password (required) - This is a temporary password that the user will need to change upon logging in. Passwords must be at least 8 characters long, including one number, one letter, one symbol and no spaces.
6. Kiosk PIN - Must be four digits and cannot match another PIN currently in use in your company
7. Base Pay Rate
8. Go to Admin > Data Import. 
9. Under Import as: select Employee.
10. Under CSV File: click to select the import file from your computer, or drag and drop the file into the field.
11. Edit any data fields as necessary. 
    • To exclude a field in the import, select None for that column. 
    • To exclude a row in the import, deselect the check box for that row.
    • To send a setup email to the employee’s email address after they have been imported successfully, select the Send setup email check box.
12. Click Import.

Review any errors and edit your file before importing again.

Import jobs

To import jobs:

1. Create your CSV file. The import template includes the following columns:
   • Name (required)
   • Job Number
   • Description
   • Street 1
   • Street 2
   • Street 3
   • Street 4
   • City
   • State/Province
   • Postal Code
   • Country
2. Go to Admin > Data Import. 
3. Under Import as: select Job.
4. Under CSV File: click to select the import file from your computer, or drag and drop the file into the field.
5. Edit any data fields as necessary. 
   • To exclude a field in the import, select None for that column. 
   • To exclude a row in the import, deselect the check box for that row.
6. Click Import.

Import tasks

To import tasks:

1. Create your CSV file. The import template includes the following columns:
   • Name (required)
   • Code
2. Go to Admin > Data Import. 
3. Under Import as: select Task.
4. Under CSV File: click to select the import file from your computer, or drag and drop the file into the field.
5. Edit any data fields as necessary. 
   • To exclude a field in the import, select None for that column. 
   • To exclude a row in the import, deselect the check box for that row.
6. Click Import.