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Importing staff and training from a spreadsheet

Bring your existing records across from Excel or another system.

  1. Go to Settings → Your data, import and billing and click ⬆ Import staff & training.
  2. Choose Staff list or Training dates. Click ⬇ Download a template to see the layout.
  3. In Excel, save your sheet as CSV UTF-8 (File → Save As).
  4. Choose the file. A preview shows exactly what will happen, row by row — new staff, details to fill in, and any problems such as dates that can't be read.
  5. Click Import. Nothing is saved until you do.
Safe to repeat: staff already in the system aren't duplicated — only their empty details are filled in. Training dates are only replaced by a newer date. Import the staff list first, then training.

Dates can be written like 31/01/2026, 31-1-26, 31 Jan 2026 or 2026-01-31.

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