Importing Existing Crew
To import Crew from an existing database it is possible to upload an excel spreadsheet to the system.
Navigate to WORKFORCE>RECRUITING.
Workforce>Recruiting
Click on IMPORT CONTACTS.
Import Contacts
Spreadsheet
There is an example spreadsheet that you can view. This will help you with the headings required to sort your spreadsheet for uploading.
You can also upload any of your existing database Workforce IDs that you use.
The only required column is email. Other columns can be left empty.
If an email address already exists in your Liveforce database it will be skipped and no invite email will be sent.
Example spreadsheet
A prepared Excel spreadsheet with the required data can be downloaded.
Excel spreadsheet
Click the SELECT A FILE button and upload the file.
Select File button
Click the IMPORT FILE button and the file is imported.
IMPORT FILE button
Once the import is completed, a message will appear saying what data was uploaded and what data was not uploaded, if any.
Import message
Check the Workforce page and the imported data will have the INVITED status along with their email address, workforce IDs and phone numbers.
Workforce page
Invitation email