# Import an Excel file into Weplanify

> In Weplanify, the import wizard goes through four steps, file, mapping, check and import, and writes nothing into your data before the very last one.

- Product: Weplanify (https://weplanify.io)
- Section: Getting started
- Web page: https://weplanify.io/docs/demarrage.import-excel?lang=en
- Other language: https://weplanify.io/docs/demarrage.import-excel.md
- Last updated: 2026-09-29

In Weplanify, a single import wizard is used for employees, contracts, sites, expenses and loans. Nothing is saved before the last step.

![The Mapping step: file columns linked to fields, and preview of the 10 rows](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fdemarrage%2Fmaj-2026-09-28%2Fdm-import-association-d8587536.webp?alt=media&token=55dc2759-6e4d-4f34-a887-8757d8d8683e)

## Steps

1. Click **Import** on the relevant screen, then drag your Excel or CSV file (10 MB and 2000 rows at most), or **Download template**.
2. **Mapping**: link each column to a field; the mapping is suggested and kept for next time. For a job or a site, choose **Resolve by** (name, code…).
3. Click **Check file**: each row is valid or in error, with the reason.
4. **Fix my file**, **Download error rows**, or **Import ignoring errors**.

![The Check step: 8 valid, 7 to create, 1 to update, 2 errors](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fdemarrage%2Fmaj-2026-09-28%2Fdm-import-verification-514dca97.webp?alt=media&token=7c280de8-9d30-4155-92da-ed0a6adf5da5)

## Good to know

- A row already known is updated, never duplicated: the counter separates rows **to create** and **to update**.
- For a CSV file, separate the columns with commas.
- Most common case: [importing your employees](https://weplanify.io/docs/employes.importer?lang=en).

## Related guides

- [Import your employees from Excel](https://weplanify.io/docs/employes.importer?lang=en) — In Weplanify, create or update dozens of employees at once from an Excel or CSV file, each of them being recognised by their own phone number.
- [Getting started with Weplanify](https://weplanify.io/docs/demarrage?lang=en) — In Weplanify, the web is for managers and the mobile app is for employees: here is where to start, from creating the account to the first published schedule.
- [Create and set up a site](https://weplanify.io/docs/configuration.sites?lang=en) — In Weplanify, declare your workplaces, their geolocation clock-in area, their time zone and their own overtime rules, one site at a time here.
- [Follow employment contracts](https://weplanify.io/docs/employes.contrats?lang=en) — In Weplanify, the Contracts page lists every employee's contracts, spots those nearing their end date and lets you create or import new ones.
- [Import payroll history at installation](https://weplanify.io/docs/paie.reprise-historique?lang=en) — In Weplanify, import the payroll totals paid before you started using it, so that annual totals, the annual statement and allowances start out right.