How to import members to Hubstaff

Now you can import team members to Hubstaff via .CSV, .XLS, or .XLSX making it easier to bulk upload your member list into your Hubstaff organization.

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Table of contents

• Send invites
• Create accounts
  • Adding a single user 
  • Adding users in bulk

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Send invites

First, navigate to People > Members.

On the projects page, click on the Import members button.

On the dialog box, click on Download the template here to see the specific format prior to uploading your CSV file.

Open the CSV file. The file will include these rows and columns:

1. Member name
2. Email
3. Role
4. Teams
5. Projects
6. Require timesheet approval
7. Hourly Pay rate
8. Pay period

Name	Email	Role	Teams	Projects	Require timesheet approval	Hourly Pay rate	Pay period
FirstName LastName – Remove or change	test@email.com	Manager (User or Manager)	Team1,Team2 (This will assign existing teams, but not create new teams)	Project1,Project2 (This will assign existing projects, but not create new projects)	No (Yes or No)	10	Weekly (None, Weekly, Twice per month, Bi-weekly, Monthly)
FirstName2 LastName2 – Remove or change	email@example.com	User (User or Manager)	Team1 (This will assign existing team, but not create new team)	Project3 (This will assign existing project, but not create new project)	Yes (Yes or No)	20	Monthly (None, Weekly, Twice per month, Bi-weekly, Monthly)

Replace the data with your member’s details and settings then save the CSV file.

After editing the file, go back to the Import members dialog, then click on Browse files, or drag the CSV you just saved to the dialog box.

After successfully uploading the CSV file, click Import.

Finally, you’ll receive a notification that the file is being processed and you will get an email when ready.

This process usually takes a minute, but may increase depending on the number of members you’re attempting to import.

Below is a sample email upon completion of the import.

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Create accounts

Account provisioning lets you create accounts for new team members directly from the Members page. It also allows organizations to add team member roles, pay rates, projects and even generate passwords for new accounts.

Adding a single user

Navigate to People > Members.

Click on the Add members button.

On the Add members dialog, click the Create accounts tab, then fill in the following information:

1. Full name
2. Email
3. Pay rate
4. Role
5. Projects
6. Password (automatically generate, or create password)

When finished, click the Create account button.

A dialog box will appear. Click on Copy password to save a copy of your new member’s password, click on +Another account to add another user, or click Done.

Once you’re finished, you’ll see the new member added on the Members list.

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Adding users in bulk

Navigate to People > Members.

Click Import members.

Click on the Create accounts tab, then download the template.

 

Replace the dummy row field data with your custom user data, then save the CSV file.

Name	Email	Role	Teams	Projects	Require timesheet approval	Hourly Pay rate	Pay period	Password	Required password change	OS_username
FirstName LastName – Remove or change	test@email.com	Manager (User or Manager)	Team1,Team2 (This will assign existing teams, but not create new teams)	Project1,Project2 (This will assign existing projects, but not create new projects)	No (Yes or No)	10	Weekly (None, Weekly, Twice per month, Bi-weekly, Monthly)	Password1	Yes (Yes or No)	Username1
FirstName2 LastName2 – Remove or change	email@example.com	User (User or Manager)	Team1 (This will assign existing team, but not create new team)	Project3 (This will assign existing project, but not create new project)	Yes (Yes or No)	20	Monthly (None, Weekly, Twice per month, Bi-weekly, Monthly)	Password2	Yes (Yes or No)	Username2

Below is a sample new user:

Name	Email	Role	Teams	Projects	Require timesheet approval	Hourly Pay rate	Pay period	Password	Required password change	OS_username
Sebastian Bruges	sebastian@hubstaff.com	User	Admin	55 Twin Lane	Yes	10	Weekly	Abcd1234!	No	Sebastian

When ready, upload the file by either clicking Browse files, or dragging the finished CSV file on the import dialog, then click the Import button.

You’ll see a notification on the top right of the screen letting you know that you will receive an email when the import has completed.

Finally, you’ll receive an email notification letting you know the import has succeeded, or if there are any issues with the import.

Now, you can see the new user/s added on the Members page.