Download, update and upload - Done!
It's a quick task to update employee details from Excel without any workload in IT.
xlsx format is required, which is supported by Office 2013, 2016 and Office 365.
Other file formats will not work (xls and csv will not work).
Download from Employees
Do not delete Row 1 of your Excel spreadsheet as the nomenclature is used to describe Xink fields because you will need to map the columns to Xink fields. Email, Firstname, Lastname and Display Name are mandatory. Delete the columns you don't want to update.
Import from Excel
Now that your XSLX file is complete, follow the next three steps to get these users uploaded to your Xink account:
Log into your Xink > EMPLOYEES.
Click the (+) plus-sign button and choose 'IMPORT FROM EXCEL' in the drop-down.
Click Browse and upload your file.
As you see in the example below, your XSLX will now populate your data on the next screen.
Select the Xink fields for the respective column names. Make sure each column name is linked to a Xink field.
Only if you want to remove all existing employee information and replace with all information from this particular XSLX, click 'Overwrite existing.'
Don't worry about duplicate employee information. Xink takes care of it.
Click 'Import', and you will find all the contacts under 'EMPLOYEES'.
Now your Employee list will be permanently updated within your account.
Update only specific fields
You can update specific fields of your employees with the 'Overwrite existing' option. Include in your Excel:
- The email of the employee is a mandatory field.
- The specific fields you want to update for those employees.
Note that you should remove fields which you don't want to update. If you leave an empty value, it will update this field as empty.
For example, if you want to update only mobile for a separate employee, your Excel should include only Email and Mobile and look like this:
Next, you should go in the Employees section, click Import from Excel and check 'Overwrite existing' option before doing the import. As a result, the value from the current excel will overwrite the existed value in the employee record in Xink.