Import Shifts (CSV/XLSX)
The import feature lets you create many recurring shifts 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 shift/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 shift / course |
location | Yes | Text | Building North GF | Room / area — created as a kiosk if the kiosk method is enabled for the property and no kiosk with this name exists yet |
day | Yes | Abbreviation | Mon or Mon,Tue,Wed | Weekday(s), 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 | 01.09.2026 | Start date of recurrence — must not be in the past |
end_date | No | DD.MM.YYYY | 31.12.2026 | End date of recurrence (empty = no end) |
recurrence | Yes | Text | weekly | Recurrence: weekly, biweekly, or daily |
notes | No | Text | Routine cleaning | Notes |
Requirements and alarm channels (check-in/check-out type, minimum count, alarm channels) are not part of the file — you set them in the import dialog as defaults for all rows and can adjust them per row in the preview afterwards.
Valid Weekdays
Mon, Tue, Wed, Thu, Fri, Sat, Sun
Multiple days are specified comma-separated (e.g. Mon,Tue,Wed,Thu,Fri). In education mode, a single day per row is the norm — with multiple days the preview shows a warning, but the import still works.
Step-by-Step: Perform the Import
Navigation: Properties → select property → "Time Tracking" tab → "Import" button — or in Planning via the dropdown menu of the "Create shift" 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. 01.09.2026 |
| Start date | Must not be in the past |
| Weekdays | English abbreviations only: Mon–Sun |
| Recurrence | weekly, biweekly, daily |
| 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 — If the kiosk method is enabled for the property, locations that don't exist yet are automatically created as new kiosks. Without the kiosk method enabled, no kiosks are created.
- 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 shifts and kiosks were created. Skipped duplicates and failed rows are reported with their counts.
FAQ
Can I undo the import? No. Imported shifts 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? If an active shift with the same name, start time and duration already exists at the property, the row is skipped as a duplicate. The result shows the number of skipped duplicates.
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. :::