Advice and answers from the ZoomShift Team

If you have more than just a few employees you probably don't want to manually add all of them to ZoomShift. This help guide will show you how to add your employees quickly.

Method 1: Import CSV File

The most common way to add a large number of employees is to import them via a CSV file. To do this you can click the Import button at the top of the employees page and then select the Employee List (CSV File) option. You will then be prompted with a pop-up like the one below.

Before you can upload your employees you need to create a CSV file that is formatted correctly. You can do this by downloading the CSV template file and then adding your employees to the file. After saving the file you can then upload it and click the Import Employees button. If the file is formatted correctly and the data does not have any errors, all of your employees will be imported!

Positions/Locations need to be separated with pipes (|).

The last two columns of the import file allow you to designate the positions/locations that each employee is assigned to. These fields should be a list of the position/location names separated by pipes (|). For example, if an employee works the Server and Bartender positions the field should look like this “Server|Bartender”.

You can also update employees with the CSV file import.

You will notice that when you download the CSV template file it is the same as the file when you export your employees. This is so that you can also edit your employees in bulk and then import the file to make the changes in ZoomShift. Just make sure that when you edit the file you don’t change the IDs in the first column.

You can’t import more than 100 employees at a time.

If you have more than 100 employees you will need to import them in batches.

The file must be in CSV format.

The file you upload must be in CSV format and not an excel file or other spreadsheet software. Make sure when saving the file you select the CSV format and the file has a .csv extension.

Method 2: Import Existing Employees

If you have multiple schedules under your ZoomShift account you can easily import employees from other schedules. If you have employees that need to belong to multiple schedules this is the best way to accomplish this. To do this you can click the Import button at the top of the employees page and then select the Existing Employees (Other Schedules) option. You will then be prompted with a pop-up like the one below.

The select dropdown will list all of the employees that are in your account, but not in the current schedule. Go ahead and select all of the employees that you want to import and then click the Import Employees button.

Method 3: Import From Integration

The easiest way to import employees is by using one of our integrations. To view all of the integrations that are available for importing employees you can click the Import button at the top of the employees page and you will then see all of the options listed like this:

When you click one of the integration options you will be asked to connect your account with the third party. You will need to login on the third party website and you will then be redirected back to ZoomShift. If you have already connected the integration you will not need to do this again. Once you are connected you will see a page like this:

On this page you can manage the synchronization of your ZoomShift employees with those from the third party. ZoomShift will try to match any existing employees based on name, but if a match is not found you have the option to manually match each employee or create new ones.

You can do this by selecting the matching employee from the dropdown or checking the option to create a new employee. When you save the integration your employee matches will be saved and any new employees will be created.

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