Bulk Import of Teams for Administrators

This article explains how to complete the teams' template accurately.

Before you start, make sure that all referenced teams and users already exist in your system.

Adding and updating data in the teams' template

To ensure a successful bulk import of data, refer to the information in the following table.

Column name

Description

Notes

Parent team name

The name of the parent team under which the current team will be nested.

The parent team must already be present in the Team name column.
Leave blank if the category (Name column) is at the highest hierarchical level. This means that the team has no parent team.

Team name

The name of the team you're creating, updating, or to which you are adding members or managers.

(Required) Define clear team names for easy management and visibility.

Team external ID

The external ID used by your ERP or HR system, or other internal systems, to identify the team.

(Recommended) The field is used for improving the integration process.

Team member

It's a drop-down list with predefined values.
Contains the first and last name, and the corporate email address of the team member.

Team manager

It's a drop-down list with predefined values.
Contains the first and last name, and the corporate email address of the team manager.

The team manager must be an existing user.
When importing on a group level, make sure that the selected users are part of the selected entity.

Team ID (do not change)

The unique ID generated by Payhawk when teams are initially created.

This ensures that updates apply to the correct team, even if rows are reordered. For example, adding multiple users to the same team has to contain the same Team ID from Payhawk.
You must leave this one blank for new teams.

Full path (auto-generated)

You can ignore this column; it's auto-generated.

The following example shows what the teams' template looks like.

If your group includes multiple entities, the following columns are also applicable.

Column name

Description

Notes

Entity

The specific entity within your group where the team will be created.

As a Payhawk administrator, you can import your teams in bulk in the following way:

In the Payhawk web portal, go to the Employees > Teams tab.
Click on the three-dot menu and select Import.
On the next screen, select Teams.
Click on Generate template to download the template file.
Enter the required data in the template file, then return to the wizard and upload the file. Click on Upload.
On the Preview screen:
1. Review the data to be added or updated.
2. From the Import options drop-down menu, choose the way you want the system to add the new data.
3. Select the confirmation checkbox.
4. Click on Import.
On the success screen, click on Done.

To export your teams' master data and download it as a ZIP folder, select the Export option from the three-dot menu.