# Import your employees from Excel

> 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.

- Product: Weplanify (https://weplanify.io)
- Section: Employees
- Web page: https://weplanify.io/docs/employes.importer?lang=en
- Other language: https://weplanify.io/docs/employes.importer.md
- Last updated: 2026-09-29

In Weplanify, the employee import creates new records and updates those that already exist.

![Checking an employee file: 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)

## Steps

1. In **Employees**, click **Import**, then **Download template**.
2. Fill in one row per employee: full name and phone are required; add staff number, job, site, team, manager, hiring date, hours…
3. Drop the file and follow the [import wizard](https://weplanify.io/docs/demarrage.import-excel?lang=en): mapping, check, import.

## Good to know

- The phone number is the key: a known number updates the record instead of creating one ("to update").
- Job, site and team are found by their name: create them first ([jobs](https://weplanify.io/docs/configuration.postes?lang=en), [sites](https://weplanify.io/docs/configuration.sites?lang=en), [departments](https://weplanify.io/docs/configuration.structuration?lang=en)). An unknown site is flagged as an error.
- Payroll fields can only be imported with payroll access.

## Related guides

- [Import an Excel file into Weplanify](https://weplanify.io/docs/demarrage.import-excel?lang=en) — 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.
- [Manage jobs and sub-jobs](https://weplanify.io/docs/configuration.postes?lang=en) — In Weplanify, create the list of jobs with their colour and their sub-jobs: they are used on employee records, for day labourers and in the planning.
- [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.
- [Structure the company: divisions, departments, teams](https://weplanify.io/docs/configuration.structuration?lang=en) — In Weplanify, describe how the company is organised in levels (division, department, team) with a manager for each one and the level it reports to.
- [Manage your employees in Weplanify](https://weplanify.io/docs/employes?lang=en) — In Weplanify, each employee has a record used everywhere: planning, time clock, leave and payroll. Here is how to create it and keep it up to date.
- [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.
- [Try Weplanify with sample data](https://weplanify.io/docs/demarrage.donnees-demo?lang=en) — In Weplanify, start with samples: fictitious employees, schedules, clock-ins and requests to try everything out, then remove them all with one click.
- [The dashboard Getting started list](https://weplanify.io/docs/demarrage.premiers-pas?lang=en) — In Weplanify, the dashboard Getting started list shows what is left to do to get going, and each of its lines ticks itself once the step is done.
- [Add an employee in Weplanify](https://weplanify.io/docs/employes.creer?lang=en) — In Weplanify, an employee is created in four short steps; the name and phone number are enough, the rest can be completed later on their record.