Import Presets (CSV/XLSX)
The import feature lets you create many shift presets or courses at once — instead of adding each one manually. Upload a CSV or XLSX file, review the preview, and import all entries in one step.
:::info Two Modes The import supports two modes depending on your use case:
| Mode | Use Case | Template |
|---|---|---|
| Education | Courses at schools & universities | Download course template (CSV) |
| Workforce | Shifts for cleaning, security, facility | Download shift template (CSV) |
| ::: |
Download & Fill the Template
- Download the appropriate template (see above) or click Download template in the import drawer
- Open the file in Excel, Google Sheets, or a text editor
- Fill in one row per preset/course
- Save the file as CSV (semicolon-separated) or XLSX
:::tip Excel Tip
When opening a CSV file in Excel, select Semicolon (;) as the delimiter. The templates are already formatted with semicolon separation.
:::
Column Reference
| Column | Required | Format | Example | Description |
|---|---|---|---|---|
name | Yes | Text | Morning Shift Cleaning | Name of the preset / course |
group | No | Text | Team A | Group or team (optional) |
location | Yes | Text | Building North GF | Kiosk / area — automatically created if it doesn't exist yet |
day | Yes | Abbreviation | Mon or Mon,Tue,Wed | Weekday(s). Education: one day. Workforce: multiple comma-separated |
start_time | Yes | HH:MM | 06:00 | Start time |
end_time | Yes | HH:MM | 14:00 | End time |
start_date | Yes | DD.MM.YYYY | 01.01.2026 | Start date of recurrence |
end_date | Yes | DD.MM.YYYY | 31.12.2026 | End date of recurrence |
recurrence | Yes | Text | weekly | Recurrence: weekly, biweekly, or daily (workforce only) |
min_checkins | Workforce only | Number | 3 | Minimum number of check-ins per shift |
notes | No | Text | Routine cleaning | Notes |
Valid Weekdays
Mon, Tue, Wed, Thu, Fri, Sat, Sun
In workforce mode, multiple days can be specified comma-separated (e.g. Mon,Tue,Wed,Thu,Fri). In education mode, only a single day per row.
Step-by-Step: Perform the Import
Navigation: Properties → Select property → Tab "Attendance" → Button "Import"
- Upload file — Drag the file into the upload area or click to select. Accepted:
.csvand.xlsx. - Review preview — After upload, a table shows all rows with validation status:
- ✅ Valid rows — ready for import
- ⚠️ Warnings — importable but with a notice (e.g. missing optional fields)
- ❌ Errors — will not be imported (e.g. invalid time format)
- Edit data — You can correct values directly in the preview table
- Import — Click the import button. Only valid rows are processed.
Validation Rules
| Rule | Details |
|---|---|
| Time format | HH:MM (24-hour format), e.g. 06:00, 14:30 |
| Date format | DD.MM.YYYY, e.g. 01.01.2026 |
| Weekdays | English abbreviations only: Mon–Sun |
| Recurrence | weekly, biweekly, daily (daily only in workforce mode) |
| File size | Maximum 2 MB |
| Row count | Maximum 500 rows per import |
:::warning Overnight Shifts
In workforce mode, overnight shifts are supported (e.g. 22:00–06:00). In education mode, the end time must not be before the start time.
:::
After the Import
- New kiosks — Locations that don't exist yet are automatically created as new kiosks
- Existing kiosks — If a kiosk with the same name already exists at the property, the existing kiosk is reused (no duplicates)
- Result — The system shows how many presets and kiosks were created. For partial errors, a warning with the number of failed rows is displayed.
FAQ
Can I undo the import? No. Imported presets must be deleted individually. Review the preview carefully before importing.
Can I import multiple files? Yes, one after another. One file is processed per import.
What happens with duplicate entries? Presets with the same name and kiosk are created as separate entries. There is no automatic duplicate detection at the preset level.
My CSV file is not recognized correctly.
Make sure the delimiter is Semicolon (;). Save the file as UTF-8 with BOM.
Permissions
:::info Permission To import, you need the Create Time Tracking permission. :::