How to Import Employee Profiles from Excel

Create multiple employees at once

You can easily create multiple employee profiles at once by importing an Excel spreadsheet into Plecto.

If you’re managing a large team, Excel import is the fastest way to get everyone into Plecto. Here’s how:

1. Download the template:

   • Go to Settings > Employees.

   • Click the three dots in the top-right corner and select Import from Excel.

   • Click Download template.

2. Fill in the template: Open the downloaded spreadsheet and enter the following information:

   • First Name and Last Name (required)

   • Email (optional)

   • Team name (optional)

   • Parent team name (optional)

   • Team manager? (add "Yes" if the employee is a team manager, leave blank if not a manager)

3. Upload and review:

   • Return to the same page where you downloaded the template.

   • Upload your completed spreadsheet and click Preview.

   • Review the details carefully. If needed, adjust your spreadsheet and re-upload.

4. Import:

   • When everything looks correct, click Import.

   • Your new employee profiles will now appear on the Employees page.

Your employee profiles will count as billable licenses only when they start adding data to your Plecto data sources.