How Can We Help You?

Import Data Management

How do I access the Import Client or Import Employee feature in RotaWiz

1 min read Updated October 2025

Yes, this is really simple! You can import clients and employees in just a few clicks:

  • Navigate to the “Users” section
  • From the Side Navigation Menu, click on “Clients”.
  • You will see a button of “Import Client” click on the button.

In which you will find two options : 

  • Click Here to download the import template.
  • Click Here to review the details of the fields.
  • Also you can review the details.
  • After the upload of the details click on the next and it will be uploaded.
  • For the Employee import again 

Navigate to the “Users” section
From the Side Navigation Menu, click on “Employee”.

  • You will see a button of “Import Employee” click on the button.

In which you will find two options : 

  • Click Here to download the import template.
  • Click Here to review the details of the fields.
  • Also you can review the details.

After the upload of the details click on the next and it will be uploaded.

Related in Import Data Management