Import People

Overview

In 5day.io, you can import multiple people in bulk at the account level using a structured Excel template.
This is especially useful when onboarding an entire team or migrating users from another platform.

Steps to Import People (Account Level)

1. Go to Account Settings
   1. Navigate to the top menu and click Account Settings.
2. Open Data Import History
   1. From the sidebar, click on Data Import History.
3. Click + Import
   1. In the top-right, click the + Import button to start the import process.
4. Select 'People' as Import Type
   1. A confirmation box will appear.
   2. Choose People as the data type you want to import.
5. Download the Sample Template
   1. Click Download Sample File.
   2. The Excel file will contain:
      1. A Template sheet where you’ll enter the people data (e.g., name, email, role).
      2. A Guidelines sheet explaining the format and allowed values.
6. Fill Out the Template File
   1. Enter the necessary details in the Template sheet.
   2. Refer to the Guidelines sheet to ensure accuracy and completeness.
7. Upload and Import the File
   1. Once your file is ready, return to the import window in 5day.io.
   2. Click Upload from computer, select your completed Excel file, and click Import.

After the Import

Once the import is complete, the import record will appear in the Data Import History table with key information such as:

• Date and Time
• Imported By
• Import Type (People)
• Status (Completed or Failed)
• Total Records
• Successful Imports
• Failed Records

If there are failed records:

• You’ll see an error icon with the number of failed entries.
• Click the icon to download the failure file, which includes error messages explaining why each record failed.
• You can correct the file and re-import the failed records.