Importing a staff list to your portal in Zoho Campus

Zoho Campus supports both individual onboarding and bulk importing staff records into the portal. The administrator can choose any method based on their needs.

If you have a list of staff records and would like to import in one go, follow the steps below.

Note: Make sure that your institution's domain is configured before adding users to your portal. If it's not, follow this help guide and configure the portal.

To import your staff list:

1. Click on Add Staff under Quick links in the dashboard. This will redirect to Users.

2. You can also select Admin, select Setup, and select Users. 

3. Select Staff. 

4. Click Import on the top right. 

5. Drag and drop your CSV file into the floating window or click on the Upload icon, select the CSV file from your system, and upload it.

         Note: Only the CSV file format is accepted, and the file size cannot exceed 1MB.

6. For a smooth import, please download the sample CSV file and verify that your data file follows the same format.

7. Sample data file

8. If you have the staff records in a spreadsheet, click Save As or Export and select the CSV file format.
   The mandatory headers are name, email_id, password, and user_type. The data file must contain at least one header row and one staff record.

9. Once the import is completed, all staff members will be onboarded as users into your portal.