Import people

Typing in a few hundred people is nobody’s idea of an afternoon. The People page takes a CSV, and re-importing the same file later updates what’s already there rather than duplicating it.

The file

A header row is required, and headers are matched case-insensitively with surrounding spaces ignored.

Column	Required	Notes
email	Yes	Also the identity key — see below.
name	Yes	Full display name.
title	No	Free-text job title, distinct from the structured role.
role	No	Matched to an existing role by name.
level	No	Matched to an existing level by name.
location	No	Matched to an existing location by name.
company	No	Matched to an existing company by name.
department	No	Free-text grouping.
photourl	No	Link to a profile photo, shown in the org chart. Also accepted as photo_url or photo url.
manageremail	No	The manager’s email address. Also accepted as manager_email or manager email.
startdate	No	Also accepted as start_date or start date.
enddate	No	Also accepted as end_date or end date.

Columns you don’t need can be left out. Rows missing an email or a name are skipped.

email,name,title,role,level,location,company,department,manageremail,startdate
[email protected],Priya Nayar,Principal Engineer,Engineer,Principal,London,Example Ltd,Platform,[email protected],2021-03-01
[email protected],Tom Abara,Engineer,Engineer,Senior,Remote,Example Ltd,Platform,[email protected],2023-09-11
[email protected],Dana Okafor,VP Engineering,Manager,VP,London,Example Ltd,Engineering,,2019-06-24

Importing

1. Go to People under Configuration.
2. Choose Import CSV and select your file.
3. Resorcerer parses it and reports how many people were created and updated.

Email is the identity key

People are matched on email. An address already in the workspace updates that person; a new one creates them.

This is what makes the import repeatable: export from your HR system on whatever cadence suits you and import the same file again. Promotions, moves, and new joiners all land, and nobody is duplicated.

It also means an email typo creates a second person rather than correcting the first. If that happens, delete the duplicate — deletions are reversible, and any position they occupied simply becomes vacant.

Attributes must exist first

role, level, location, and company are matched by name — ignoring case — against records you’ve already created. Importing does not create them, and a value that matches nothing is quietly left blank rather than reported as an error. So create them under Configuration first, and check the spelling in your file.

Levels are worth setting up deliberately: each carries a rank that determines its order everywhere it’s shown, and ranks are yours to assign, not inferred from the import.

When something goes wrong

Rows are processed individually, and problems are reported per row without stopping the import: a row missing an email or a name is skipped, as is one whose end date falls before its start date. Dates that can’t be read are left blank.

The exception is your workspace’s people allowance. If the file would take you past it, the import is cancelled before anything is applied and tells you how many new people it would have added — rather than loading half a file and stopping. Only genuinely new email addresses count toward that check; rows that update someone already in the workspace cost nothing.

Managers

manageremail links a person to their manager by email. Forward references are fine — you don’t have to order the file so managers come first.

This reporting line is between people and describes your organization as it is. It’s separate from the reporting lines inside a model, which are between positions. See Units and slots.

Exporting

The Import / Export page handles the other direction, and works at a larger grain: pick which models to include, and which reference data — roles, levels, locations, companies, cost profiles, people, labels — to carry with them. Archived models can be exported too.

Use it to move a workspace’s configuration somewhere else, or to keep a copy outside Resorcerer.

Individual model views export too: the Slots view will give you a CSV of exactly the positions your filters have selected.

Related

• People and attributes — what the fields mean.
• Build your first model — putting the people to work.