Import Contacts / Onboardees

CSV CONTACT/MEMBER IMPORT

You may already have a list of people requiring onboarding somewhere like a spreadsheet or document.

WorkZerk allows you to easily and quickly import this list and even add the imported contacts as 'Onboardees’ (or whatever your Role name is) to the current Portal.

The import logic is pretty clever, it will recognise common field names that are candidates for matching. For example, if your existing CSV file you exported to (from where the data came from) has the field name ‘First Name’ WorkZerk knows that should be mapped to the ‘FirstName’ field.

But that doesn’t work for every situation, so after WorkZerk has guessed what the likely field mappings are it allows you to further tweak the import. You can ignore fields in your CSV file, or select the correct mappings yourself.

Then just click on START IMPORT and the everything will be imported in a few seconds.

But mistakes are easy to make when importing data, and sometimes you won’t realise until after the fact.

That’s why we also built a tool to DELETE PAST IMPORTS in case you have to make changes to the CSV file and repeat the process.