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Use bulk upload for your first load of staff, or whenever you take on many people at once. It has three stages: Upload file, Review checks and Import. Nothing is added to your directory until you confirm the import, so you can upload as many times as you like while fixing the file.
Where: Employer › Employee list › Bulk upload employees. Before you start: your account must be Active.

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Prepare the file

Save your list as a CSV file with these columns in the first row, spelled exactly as shown:

Download the template

A CSV file with the column headings and two example rows.
  • Write dates as YYYY-MM-DD, for example 1992-03-14.
  • contactPhone is required: every employee gets a SmartPay wallet on import.
  • contactEmail is optional, but rows without one get a warning.
  • Everyone is imported on the Standard EOSB treatment. Payout accounts are not uploaded; add them later in Update employee records.

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Upload and check

Bulk upload page with the CSV file field, Upload CSV for validation and Confirm import buttons marked 1 to 3

Bulk upload, stage 1: Upload file

1

Choose your CSV file (1)

2

Select Upload CSV for validation (2)

The platform checks every row and shows the result. Confirm import (3) stays disabled until there is at least one valid row.
3

Review the results

Validation result: 7 valid rows, 6 rows with warnings, 2 rows with errors, and a Rows to check table

Stage 2: Review checks

  • Valid rows will be imported.
  • Rows with warnings will be imported, but something is worth checking — usually a missing contact email.
  • Rows with errors (1) will be rejected. The What to fix column says why, for example Contact phone is required to open the employee wallet or dateOfBirth must use yyyy-MM-dd.
To fix errors before importing, correct the file and upload it again.
4

Select Confirm import (2)

Valid rows are added to your directory. Rows with errors are rejected.
Import result: Imported 7, Rejected 2, status Imported with rejections

Stage 3: Import result

The Import result shows how many rows were imported and rejected. To add the rejected employees, fix their rows in a new file and upload it, or register them one at a time.

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What happens next

Each imported employee is treated exactly as if you had registered them one at a time: they are assigned to your trust, their opening balance is calculated and a SmartPay wallet is opened on their phone number. Check the directory to confirm.