Premium subscribers have the option of importing foreman details and attendee details via CSV upload. This allows an organisation’s relevant employees and subcontractors to be entered into the system in only a few minutes.

When importing foreman details, the CSV import procedure will also send each foreman an automated email to invite them to join your organisation.

Templates are provided below. Please do not change the headings as they are currently presented.
Both sheets require you to start at cell A2. Also, users are advised not to leave any gaps between rows. A row gap within the attendee sheet will result in a blank attendee record whilst a row gap within the foreman sheet will not only result in a blank record but will also consume a foreman licence (this can be easily rectified at any time if it does occur).

Detailed instructions and examples are presented within the Administrator’s User Guide which is constantly updated and available to all current subscribers.

Download Attendee CSV Import Template

Download Foreman CSV Import Template

Note: when saving these files to your local PC, whilst you can use any filename you see fit, you MUST change the file type to ‘.csv’ – failure to do so will result in the file being rejected.