Teams Import

The teams import allows you to import multiple teams into the system simultaneously. This is particularly useful during initial setup or organizational restructuring.

info

Data import is only available with a paid subscription.

Access

Navigate to General → Data → Imports and select "Teams" as the import type.

Excel Template

The teams import template is very simple:

Required Fields

• Name - The name of the team (required field)

Important Notes

Avoid Duplicates

• Check before import whether teams already exist
• Duplicate team names will cause an import error
• The import will be cancelled if duplicates are found

Format Requirements

• Name: Maximum 100 characters
• No special characters: Avoid special characters like @, #, $ in the team name
• Case sensitivity: Will be maintained as specified in the Excel file

Import Process

1. Download Template

   • Download the teams template
   • The template contains sample data for guidance

2. Enter Data

   • Enter each team name in a separate row

3. Upload File

   • Upload the file

Sample Data

Name
Frontend Development
Backend Development
Customer Service
Digital Marketing

Error Handling

Common Errors

Error Message	Cause	Solution
"Team already exists"	Duplicate team name	Check existing teams
"Invalid team name"	Special characters or too long	Correct the name

After Import

• Check imported teams under Settings → Company → Teams
• Assign teams to employees
• Configure team-specific settings

Tips

Best Practice

• Import teams before employees
• Use unique, descriptive team names
• Keep team names consistent (e.g. always "Team XY" or "XY Team")

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