Import Data using .CSV file

Can I use the downloaded .CSV file as a template for uploading data?

No. You will need to use our provided templates. You can find them in the settings section.

Can I customise the data that gets pulled?

You cannot customise what data the export pulls from your PeopleSafe site but you can edit directly on the .CSV file.

Why do the names need to be unique for the upload to work?

PeopleSafe needs a unique identifier to create each record. Otherwise the upload thinks you're just updating the record of the same name.

I keep trying to upload my file but it keeps telling me there is an error, and the message looks like a big jumble of code. I don't know what's wrong. Help!

There could be a few reasons why your .CSV file isn't uploading. Check through the following list and make sure none of these are the problem :

Unusual characters
Anything that is not an alphanumeric character (letters and numbers) or if it's in the wrong place may cause the CSV file to not upload, these can include:

  • Apostrophe ( ' )
  • Grave accent ( ` )
  • Parentheses ( )
  • Square brackets []
  • Hyphen (-)
  • Period (.)
  • Comma (,)
  • Colon (:)
  • Ampersands (&)
  • Quote Marks (")

So anything that looks like this    :   '   "   ?   .   ,   &   [   ]   (   )   _   in your CSV file or in the wrong place in your CSV file may cause the file not to upload.

Uploading an .xls file instead of a .csv file
When saving the file, make sure you save it as a .csv file type and not a .xls (excel speadsheet) file.

The wrong column title/s
Check that your column titles match the CSV templates that we've provided.

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