You do not have to add your team one by one. On the Staff page, open the Excel menu: employees can be loaded from an Excel or CSV table or recognized from a photo or PDF of a list. In both cases you first see a check — who will be added, who will be updated and where the errors are — and data is saved only after you confirm.
Export to Excel and the template#
- Excel → Export to Excel downloads all employees. If search or filters are on, only the employees found.
- To export specific people, tick them and choose More → Export to Excel on the bar at the bottom.
- The file contains name, phone, email, position, type (specialist or operator), access level, branches, services separated by “;”, online booking, active, color, and a short summary of the schedule and pay scheme (pay only if you have access to it). Passwords are never exported.
- Excel → Download template gives an empty table with two sample rows.
Import from Excel or CSV#
- Prepare an .xlsx or .csv file: an export from another program, your own list or our template will do. Only a name column is required. Up to 1000 employees and 5 MB at a time.
- Open Excel → Import from Excel and choose the file.
- Match the columns. For each file column you see its header and a few sample values. The system guesses what each column holds (it understands Russian, English and Armenian headers). Correct the choice if needed; leave columns you do not need as “— do not import —”. If the headers are not in the first row or there are none, set this in the Header row field.
- Click Check. Your column choice is remembered — next time the same kind of file is matched automatically.
- In the check, tick whom to load and click Create N, update N, skip N.
Which columns can be loaded#
| Column | How to fill it |
|---|---|
| Name | Required. If first and last names are in separate columns, match the second one to “Last name” and they will be joined. |
| Phone, Email | Used to find existing employees. The email is saved as the notification address — import does not grant system access. |
| Position | Any text: “Hairdresser”, “Administrator”. |
| Type | “Specialist” or “Operator”. Empty — a new employee becomes a specialist. |
| Branches, Services | Names separated by “;”, matched by name, case-insensitive. A service is matched by the service name (without the variant); the specialist gets all of its variants. |
| Online booking, Active | “Yes” or “No” (1/0 also work). |
| Color | A code like #7c5cbf. Empty — the color is picked automatically. |
The “Access”, “Schedule” and “Pay” columns from the export are not used on import — set them up in the employee card, in “Working hours” and in “Salary”.
Import from a photo or PDF#
Photograph a staff list, a shift schedule, business cards or a website “Team” page — the system finds names, phones, emails, positions and services.
- Open Excel → Import from photo or PDF.
- Choose files: JPG, PNG, WEBP photos or PDF, up to 5 files at a time.
- Click Recognize — usually 10–40 seconds per file.
- The same check as for Excel opens (no column matching step). Tick whom to load and confirm.
The recognition limit is shared with price list recognition in “Services”: each file is one recognition, and the remaining count is shown under the button. Uploading the same file again does not use the limit. Recognition can make mistakes — always check names and phones.
How the check works#
- Finding existing employees: first by phone, then by email (login or notification), then by name if only one employee has it. If the name matches but the phone differs, a new employee is created.
- For existing employees only filled cells are changed: an empty cell erases nothing. Branches are replaced with those in the file, while services are added to the ones already assigned.
- For each matched row you can choose: update the employee or create a new one.
- Rows without a name and duplicates in the file are not loaded. Unknown branches and services are skipped with a warning — add them in their sections first.
- New specialists can get a Mon–Sat 10:00–20:00 schedule right away (checkbox at the bottom of the check) — without a schedule they cannot be booked.
Restrictions#
- Plan: there cannot be more active employees than your plan allows. New ones over the limit are added as inactive, and inactive ones are not activated — the check warns about this in advance.
- The owner is never changed by import. Administrators can be updated only by the owner.
- You cannot deactivate yourself by import.
- Import does not create logins or change permissions: the login email and password are set in the employee card.
- Everything is saved in a single operation: if something goes wrong, nothing is saved.
FAQ#
Duplicates appeared after import#
An employee is considered the same if the phone or email matches. If the file has neither, and names are written differently (“Anna” and “Anna Petrova”), a new one is created. Remove or disable extra ones in the list.
Services were not assigned#
Service names in the file must match the names in “Services”. Services performed by all specialists do not need to be assigned. Operators do not get services.
How to move employees from another program#
Export the list from the old program to Excel or CSV and upload it as is — you match the columns in the second step.