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Import via CSV

Manage your employee directory manually in Factorial IT by importing a CSV file with essential employee details, ensuring to manually track arrivals and departures, while noting that automated onboarding and offboarding features are not available.

This article explains how to manage your employee directory manually when no HR system is connected.


 

Use cases

Use this method if:

  • You don’t use an HR system
  • You’re doing a one-time import
  • You want to add external collaborators (freelancers, interns, etc.)

Note that by importing your employees, you must manually enter the arrivals and departures of your employees.

 

 

Manual employee sync process

Here is the information you can import and what your CSV file must contain to correctly import employees:

  • First name *
  • Last name *
  • Professional email *
  • Personal email (optional)
  • Phone number (optional)
  • Team (optional)
  • Job title (optional)

Use this Template file so you can download and complete to help you import your employees.


 

To import employees manually

  1. Go to Settings > Employee Sync
  2. Click on "Upload CSV or Employees"
  3. Select the file you want to import
  4. Match Factorial IT's titles with those in your file
  5. Verify the information and import
  6. Click Save. The employee will appear in your employees list

 

Manual updates

  • You can edit any field at any time
  • Fields are never overwritten unless you connect an HR system later

Limitations

  • No automated onboarding/offboarding flows
  • No sync with contract dates
  • Manual cleanup required if employees leave
 

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