The Bulk Import feature allows eligible ChurchSalary users to import a large group of employees at once using a CSV or Excel file, rather than entering employee information individually.
This feature is available to Pro and Pro+ users and is designed to make adding multiple employees more efficient. To help ensure a successful import, follow the steps below to download the sample file, prepare your employee data, and upload your file.
How to Use Bulk Import
As long as you have a Pro or Pro+ membership, you’ll find an Import Employees button at the top of your dashboard.
Step 1: Download the Sample File
Before preparing your employee data, download the sample file provided in the Bulk Import request window.
The sample file outlines the required fields and formatting criteria for each employee. Use it as your guide when preparing your own file to help ensure that all required information is included and formatted correctly.
Step 2: Export and Format Your Employee Data
Export your employee information from your existing system and use the sample file as a reference to prepare the data for import.
Before uploading, make sure you:
Include all required employee information listed in the sample file.
Follow the sample file's formatting requirements.
Organize your data into the appropriate columns.
Save your file in a supported format, either .xlsx or .csv.
Taking time to review and format your data before uploading can help reduce errors and avoid delays during the import process.
Step 3: Upload Your File
Once your employee data is ready, return to the Bulk Import request window and upload your file.
To upload your file:
Select Upload Excel or CSV.
Choose the prepared .xlsx or .csv file from your device.
Confirm that you have selected the correct file before proceeding.
File requirements:
Supported formats: Excel (.xlsx) or CSV (.csv)
Maximum file size: 5 MB
Organization: The upload is associated with your Church.
Ensure your file meets these requirements before uploading.
Step 4: Watch for Follow-Up Communication
After your file has been uploaded successfully, a site administrator will review your upload, and process the upload. We may contact you with questions about the file's formatting or the information provided, and let you know as soon as the upload has been completed!
To avoid delays, make sure your email inbox can receive messages from addresses using the gloo.us domain. Check your inbox regularly after submitting your request.
If you have questions or need assistance, contact Support through the in-app chat or email support@churchsalary.com.