Workforce: Importing Staff from Excel (CSV)

Import your staff to Tanda from an Excel spreadsheet or CSV

Ryan Johnston avatar
Written by Ryan Johnston
Updated over a week ago

If your Payroll & Accounting system doesn't currently integrate with Tanda to offer an automatic staff import or a report to download, you can import your staff from an Excel spreadsheet into Tanda.

In Tanda, go to Workforce > Staff:

On the right, click on + Add Staff:

In the pop-up window select Import from > select Excel (CSV).

You may already have your data in your own spreadsheet, however to ensure it imports correctly, we would advise downloading our template and copying the data over. Click on Download our excel template:

When you've finished, don't forget to save it as a .csv file and then come back into Tanda to upload the file to this page. 

Select the file and then in Step 2, you can configure the data. This is useful if you didn't use our template, as you can match your headers with the information to be imported into Tanda. You can also select some columns to not import:

Finally you can click Import to add the staff to your Staff page in Tanda.

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