Namely manual CSV import

Updated 1 month ago by Andrew White

It's always easier to give the right answer when you have context on who you're helping. Spoke allows you to manually import user attributes using a CSV from your HRIS.

Export from Namely

From the Company Page, select "Export Data" Choose to export contact data, using the top Export Data button.

When the export is complete, you will see a red notification next to the bell icon, in the top right of the home menu. Review and download your export, then edit the spreadsheet by removing any fields you don't want imported to Spoke.

Users tab import

Importing from the users tab is available to users on all plans.

Navigate to Settings and select the "Users" menu then select "Manage Users" to reveal a dropdown.

Next, Choose "Import from CSV" from the dropdown.

Drag and drop your CSV file into the modal or click "Upload a CSV file"

Field Mapping

On the next screen, choose the mapping you prefer. In the bottom left, click the box next to "Invite new users" to add users to your Spoke account while making the import.

How did we do?