Overview
Roles: Admin | Interface: Web
Within CrewCenter, administrators can import employees, projects and cost codes using a single file. They must download the template, fill in the data and upload it to the application.
Import Formats
All uploads are performed using .xlsx files. Users can import Employees, Projects, and Cost Codes using template files downloaded from their respective tabs.
- Download the template from the relevant tab.
- Complete the data in the .xlsx file.
- Upload the file to the page to automatically import and display the data.
- The system supports importing up to 500 rows per operation.
Import Employees
Administrators can import employees in bulk to quickly populate the workforce list.
- Navigate to the Employees tab in CrewCenter Web.
- Select the Import option.
- Download the employee template file.
- Fill in the employee details and upload the file.
To check step-by-step instruction go to: How to manage Employees
Import Projects
Bulk importing projects allows administrators to set up multiple job sites simultaneously.
- Navigate to the Projects tab.
- Select the Import option.
- Download and complete the project template.
- Upload the file to the system.
To check step-by-step instruction go to: Projects in CrewCenter
Import Cost Codes
Importing cost codes in bulk ensures that project tracking and financial reporting are consistent across the organization.
- Navigate to the Cost Codes section within the Projects or Settings tab.
- Select the Import option.
- Use the provided template to list your cost codes.
- Upload the completed file to update the list.
To check step-by-step instruction go to: Cost Codes in CrewCenter