Bulk Imports
Import multiple employees at once using a CSV file.
Overview
For larger teams, you can import multiple employees at once by uploading a CSV file.
CSV format
Your CSV should include these columns:
email,first_name,last_name,department,role,start_date
john@company.com,John,Smith,Engineering,member,2024-01-15
jane@company.com,Jane,Doe,Marketing,approver,2023-06-01
| Column | Required | Values |
|--------|----------|--------|
| email | Yes | Valid email address |
| first_name | Yes | Text |
| last_name | Yes | Text |
| department | No | Must match existing department name |
| role | No | member, approver, or admin (default: member) |
| start_date | No | YYYY-MM-DD format |
Importing
Download the template
Go to Settings → People → Import and download the CSV template.
Fill in your data
Add your employee details to the template. One row per person.
Upload and review
Upload your CSV. Offly shows a preview of what will be imported, including any validation errors.
CSV import preview with validation
Confirm import
Review the preview and click Import. Each person receives an invitation email.
Duplicates
If an email address already exists in your organisation, that row is skipped. Existing users are never overwritten.