Set up your organization
Import staff records
Use a spreadsheet to add or prepare many staff records at once.
Organization administrators4 min read
When imports are useful
Imports are helpful when setting up many users, updating staff details in bulk, or preparing an organization before launch.
Before you import
Clean the spreadsheet first. The more complete the file is, the less correction work you will need later.
- Use one row per person.
- Check that emails are unique.
- Use unit names that already exist or can be matched clearly.
- Check supervisor names or emails before upload.
- Download and use the provided template when available.
Related guides
Add people and rolesInvite staff, assign roles, and keep reporting lines accurate.Open guideBuild your organization structureCreate departments, units, and sub-units so responsibilities are easy to assign.Open guideGet started with AlignisSet up your organization and help every user know where to begin.Open guide