Importing shifts from a CSV file

Are shifts already in another system or file? With Import shifts you add them to the schedule in one go, without retyping everything.

Before you start

• Teamlead turns this feature on per location. Can't see Import shifts in the actions menu? Then email support@teamlead.io.
• The import is for external employees. It does not work for other employees.
• As well as being an administrator, you also need the account manager role, because the import can create employees.
• Create a CSV file, separated by semicolons or commas. The first line is a header row. Below it come six columns in this order:

In the import window, you can download an example file via Example.

How to do it

1. Go to Schedule, open the actions menu (three dots) and choose Import shifts. The Import shifts window opens.
2. In File, choose your CSV file and in Skill, the skill that all shifts get. Click Next.
3. For each email address in the file (Email in import) you see a drop-down list. If an employee with that email address already exists, they are selected. Otherwise choose an existing external employee, Create new... for a new employee or Skip... to skip those rows. Click Next.
4. In the Verify shifts window you see the shifts per employee and date. Click Apply.
5. Click Save in the schedule.

Good to know

• Teamlead schedules breaks in every shift according to the break settings.
• An imported shift replaces whatever that employee already had in that time slot.
• A new employee from the import gets the type External and no invitation yet. You can find them in Account management and on the Availability page.
• Teamlead already creates new employees in step 3. The shifts are only fixed in the schedule after Save.
• Watch out for typos in email addresses. A wrong address results in a proposal for a new employee. Then choose the right employee or Skip....

See also

• Editing the schedule
• Using external employees
• Adding an employee