Importing Data (CSV)

Clockwise supports bulk data import via CSV files for getting your team set up quickly.

User Import

Go to Settings > Users and click Import CSV.

Steps

Download the template — Click the template link to get a CSV with the correct column headers.

Fill in your data — Add one row per user with their name, email, role, employment type, department, etc.

Upload the file — Select your completed CSV.

Preview — Clockwise shows a preview of the data it will import. Rows with errors are highlighted in red with a description of the issue (e.g., missing email, invalid role).

Confirm — Click Import to create all valid users. Any rows with errors are skipped and reported back to you.

Tips

Make sure email addresses are unique — duplicates will be flagged as errors.

Use exact role names: User, Finance, or Admin.

Employment type should be Employee or Contractor.

You can send invitation emails to imported users after the import is complete.