Import from CSV
If you have employee data in spreadsheets, you can import it directly into Koru.Farm using CSV files. This is the fastest way to migrate an existing team roster.
When to Use CSV Import
CSV Import is ideal when:
- Migrating from another system
- You have employee data in Excel or Google Sheets
- Adding a large team at once
- Your data is already organized in a spreadsheet format
Import Process Overview
The CSV import follows a multi-step process:
- Upload CSV — Upload your file
- Verification — System checks your data
- Comparison — Review what will be imported
- Import — Add workers to database
Step-by-Step Import
Navigate to Workers
Go to Resources → Workers in the left menu.
Click Import CSV
Click the Import CSV button (between Bulk Create and Add Worker).
Download the Template
In the modal that opens, download the template to see the required format:
Click Download Template to get a CSV file with the correct column headers.
Prepare Your CSV File
Open the template and add your worker data.
Required Fields:
| Field | Description |
|---|---|
| employee_id | Unique identifier (required, must be unique) |
| first_name | Worker’s first name (required) |
| last_name | Worker’s last name (required) |
Optional Fields:
| Field | Description |
|---|---|
| Email address | |
| phone | Phone number |
| hire_date | Date of hire (YYYY-MM-DD format) |
| employment_type | Full Time, Part Time, etc. |
| status | Active or Inactive |
If status is not specified, it defaults to “Active”.
Upload Your CSV File
You can upload your file in two ways:
- Drag and drop — Drag the CSV file into the upload area
- Click to browse — Click the upload area and select your file
Only CSV files are accepted. If your data is in Excel format (.xlsx), export it as CSV first.
Verify Data
After uploading, the system verifies your data and checks for:
- Required fields are present
- Employee IDs are unique
- Data format is correct
If there are errors, they will be displayed so you can fix them in your CSV and re-upload.
Review and Confirm
Review what will be imported and confirm. Successfully imported workers will appear in the workers table.
CSV Format Example
Your CSV should look like this:
employee_id,first_name,last_name,email,phone,status
EMP001,John,Smith,john@farm.com,+1234567890,Active
EMP002,Maria,Garcia,maria@farm.com,+1234567891,Active
EMP003,James,Wilson,,,ActiveImport Rules
| Rule | Description |
|---|---|
| Unique IDs | Employee IDs must be unique within your organization |
| Required fields | employee_id, first_name, and last_name are always required |
| File format | Only .csv files are accepted |
| Default status | Status defaults to “Active” if not specified |
Handling Errors
If your import has errors:
- The system will display what’s wrong
- Note the errors
- Fix your CSV file
- Re-upload the corrected file
Common errors:
- Missing required field — Add the employee_id, first_name, or last_name column
- Duplicate ID — Change the employee ID to be unique
- Invalid date format — Use YYYY-MM-DD format for hire_date
Tips for Successful Import
Clean Your Data First
Before importing:
- Remove any empty rows
- Ensure employee IDs are unique
- Check names for spelling
- Format phone numbers consistently
Use the Template
Always download and use the template as your starting point. This ensures your columns are named correctly.
Test with Small Batch
If you have many workers, test with a small batch first to verify the format works correctly.
Next Steps
- Viewing Workers — See your imported team
- Edit & Delete — Add more details to imported workers
- Adding Workers — Add individual workers with full details