{"id":510,"date":"2019-07-27T01:10:51","dateGmt":"2019-07-27T01:10:51","modified":"2022-06-28T04:36:45","modifiedGmt":"2022-06-28T04:36:45","status":"publish","title":"How to Import a Lot of Employee Accounts","content":"<p>In this tutorial, you\u2019ll learn how to import employee accounts in <strong>Local Service Hero<\/strong>.<\/p>\n<p>If you have hired many new employees, you may have registered their personal data for accounts on a CSV file from Excel or Google Sheets. In that case, you may need to import all that information instead of creating the accounts one by one.<\/p>\n<p>Just follow these steps.<\/p>\n<p><strong>1- You need to have the CSV file<\/strong><\/p>\n<p>This CSV file must contain at least two columns to create the accounts: <strong>Name<\/strong> and <strong>Email<\/strong>.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-511\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/44-csv-employees.png\" alt=\"how to import a lot of employee accounts local service hero\" width=\"1257\" height=\"428\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/44-csv-employees.png 1257w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/44-csv-employees-300x102.png 300w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/44-csv-employees-768x261.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/44-csv-employees-1024x349.png 1024w\" sizes=\"(max-width: 1257px) 100vw, 1257px\" \/><\/p>\n<p><strong>2- Open the \u201cImport\u201d tool<\/strong><\/p>\n<p>You need to open the\u00a0<strong>Import<\/strong> tool by going to\u00a0<strong>Settings > Import<\/strong>. Just place your mouse cursor on settings to see the dropdown options.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-512\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/45-open-import.png\" alt=\"how to import a lot of employee accounts local service hero\" width=\"1257\" height=\"691\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/45-open-import.png 1257w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/45-open-import-300x165.png 300w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/45-open-import-768x422.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/45-open-import-1024x563.png 1024w\" sizes=\"(max-width: 1257px) 100vw, 1257px\" \/><\/p>\n<p><strong>3- Upload the CSV file from your computer<\/strong><\/p>\n<p>Now you need to click on\u00a0<strong>Upload CSV<\/strong> to upload the file from your computer.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-513\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/46-upload-file.png\" alt=\"how to import a lot of employee accounts local service hero\" width=\"1257\" height=\"540\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/46-upload-file.png 1257w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/46-upload-file-300x129.png 300w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/46-upload-file-768x330.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/46-upload-file-1024x440.png 1024w\" sizes=\"(max-width: 1257px) 100vw, 1257px\" \/><\/p>\n<p><strong>4- Match the File Columns to the Profile Fields<\/strong><\/p>\n<p>You need to select these values in order to configure the import process.<\/p>\n<ul>\n<li><strong>What field are you importing:<\/strong> Employees<\/li>\n<li>Match the\u00a0<strong>File Columns<\/strong> to the\u00a0<strong>Profile Fields<\/strong><\/li>\n<li>Click on\u00a0<strong>Next<\/strong>.<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-514\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/47-match-fields.png\" alt=\"how to import a lot of employee accounts local service hero\" width=\"1257\" height=\"755\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/47-match-fields.png 1257w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/47-match-fields-300x180.png 300w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/47-match-fields-768x461.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2019\/07\/47-match-fields-1024x615.png 1024w\" sizes=\"(max-width: 1257px) 100vw, 1257px\" \/><\/p>\n<p><strong>Done!<\/strong><\/p>\n<p>After that, your import process will be completed.<\/p>\n","excerpt":"<p>In this tutorial, you\u2019ll learn how to import employee accounts in Local Service Hero. If you have hired many new employees, you may have registered their personal data for accounts on a CSV file from Excel or Google Sheets. In that case, you may need to import all that information instead of creating the accounts \u2026 <a title=\"How to Import a Lot of Employee Accounts\" class=\"read-more\" href=\"https:\/\/localservicehero.com\/us\/how-import-lot-employee-accounts\/\">Read more<\/a><\/p>\n","commentStatus":"closed","sticky":false,"meta":[],"categories":[{"slug":"tutorials","id":18,"name":"Tutorials"}],"tags":[{"slug":"accounts","id":25,"name":"accounts"},{"slug":"employees","id":24,"name":"employees"},{"slug":"import","id":21,"name":"import"}],"pictureUrl":"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/06\/import-employee-accounts-in-local-service-hero.png","_links":{"predecessor-version":[{"id":2836,"href":"https:\/\/localservicehero.com\/us\/api\/wp\/v2\/posts\/510\/revisions\/2836"}]}}