This article explains how you can use the Import Employee feature to quickly update employee details.

Review Employee data

We highly recommend reviewing employees' names, emails before filling out the import template. This extra step will prevent account duplications.

The Email Address field is a unique identifier that the system will use to determine whether to create new profiles or update existing ones. Employees with the same name but different email addresses will be identified as distinct individuals and thus have separate accounts.

You can easily export employee details using the Employee Data Export feature to review data.

Prepare Employee data

Once you have revised employee data, follow the instruction here to start updating your employee details.

  1. Click the Plus icon on the navigation bar > Import Employee

  2. Download Employee Template and read the Instructions sheet carefully

  3. Fill out the Employee list (Template) sheet with employee details. Make sure to remove sample data and fill out the required fields (the green fields).

    🌟 Tip: You can easily export employee details using the Employee Data Export feature and paste employee details (first name, last name, email) to the import template

  4. Delete the columns you don't want to update

    ⛔️ Important: Leaving blank values in a header field will cause the system to erase current data

  5. Review again and Save your file

Import Employee data

  1. Click the Plus icon on the navigation bar > Import Employee

  2. Upload the file

  3. Click Mapping fields after the file is done uploading:

    • Map the name of the fields on Grove with the corresponding headers in the uploaded file

    • Headers that match exactly with the field name will be mapped automatically

  4. Click Next and Review records:

    • Check new records: if you didn't add new employees in the file and see

      "[number] records ready to be created", it may mean the email added in the uploaded file is not correct. Please check for typos and correct them to prevent account duplications

    • Choose which record you would like to keep:

      • Row 1, 2, 3, etc.: data in your file

      • Grove Record: current data in employee profiles

    • Check for errors and correct your data before reuploading

  5. Click Import

📌 NOTE:

  • You need to fill in with the right phone format: +<Country code> <Phone number>

    ex: +84 969123123

  • The date format should be DD/MM/YYYY

  • Leaving blank values in a header field will cause the system to erase current data

  • Some potential errors can be found here.

  • Some fields require you to follow the format. Please refer here.

Related:

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