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Upload Helpers from a CSV File

Upload A Spreadsheet of Basic Helper Information

You can add helpers at any time from the HELPERS> List Grid page by clicking the Add New Helper button.  

We also allow you to upload a csv file of helper data from that page if you prefer.

 You can include any of the columns available on the helper grid:

First Name
Last Name
Email (separated by comma)
Address
Address 2
City
State
Zip
Phone
Phone 2
Cell
Hire Date
Comments
AutoFill Scheduling Group (1-10)
Helper #
Max Hours/Week
Max Shifts/Week
Max Hours/Day
Max Shifts/Day
Default Pay Rate
Custom Field 1
Custom Field 2
Positions (separated by comma, spelled exact as they are in account if already exist)

Download sample csv file

To Upload Your Helper CSV File

  • Choose HELPERS in the top menu
  • Click Upload

Make sure each field in your file corresponds to the correct W2H file, change as needed, and then click the Next Step button.

Review how the W2H fields correspond with your file fields, make changes as needed, and click the Upload Data button.

excel file list of helpers upload import all at once