Workforce - Import Employees

Who can use this feature?
- Available with Workforce.
- Requires an Admin role to configure.

Interested in a demo of Workforce? Contact us here.

Importing employees allows you to add or update multiple employee records in Workforce at once. This is the most efficient way to import your entire team's data, which powers Workforce analytics and helps you understand application usage across your organization.

You can upload your employee data using either a simple CSV file or a more flexible JSON file for richer, custom information.

Quick Start

To use CSV or JSON upload:

  1. Open Workforce.
  2. Click Employees at the top.
  3. Click Import employees.
  4. Follow the instructions below for CSV or JSON upload.

CSV upload

For a quick and simple import, a CSV file is the perfect choice. CSV uploads support Email and Name. Your file must contain a header row with Email and Name as the column titles.

Example Format:

"Email","Name"
"joe@example.com","Joe Smith"

JSON upload

For more detailed employee profiles, use a JSON file. This method allows you to include custom user properties beyond just email and display name, such as department, start date, or employee number. Adding these properties enables more granular analysis within Workforce.

Example Format:

[
  {
    "email": "bobsond@fullstory.com",
    "displayName": "Bobson Dugnutt",
    "startDate_date": "2015-06-22T00:00:00Z",
    "department_str": "Engineering",
    "employeeNumber_int": 19,
    "fullTime_bool": true,
    "capacity_real": 0.5
  },
  {
    "email": "slevemcdichael@fullstory.com",
    "displayName": "Sleve McDichael",
    "startDate_date": "2019-09-16T00:00:00Z",
    "department_str": "Product",
    "employeeNumber_int": 249,
    "fullTime_bool": true,
    "capacity_real": 1
  },
  {
    "email": "todd@fullstory.com",
    "displayName": "Todd Bonzalez",
    "startDate_date": "2012-07-12T00:00:00Z",
    "department_str": "Design",
    "employeeNumber_int": 5,
    "fullTime_bool": false,
    "capacity_real": 0.5
  }
]

When adding custom properties in your JSON file, you must append a type suffix to the property name. This tells Workforce how to correctly process the data for each field. For example, _str indicates a string (text), _int indicates an integer (a whole number), _bool indicates a true/false value, etc. See Property Name Requirements for complete documentation.


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