Assign Managers via Excel Import

Assign Managers to Locations via Excel

Assigning or updating managers across multiple locations can become time-consuming if done individually. The Excel import is designed to handle this efficiently – especially when structures change regularly, new managers join or responsibilities shift between teams.

Instead of editing assignments one by one, you can prepare all changes in an Excel file and apply them in bulk. This keeps your data consistent, reduces manual effort and lowers the risk of human error.

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Excel Structure and Required Fields

For the import to work smoothly, the spreadsheet must follow a defined structure. The sample file provides the correct layout and can be used as a direct template. The following attributes are required:

Field	Purpose
Location ID	Defines which location the assignment applies to
Manager username	Email or username of the manager being assigned or updated
Manager role	Role type such as location-executive or location-manager
Action	Defines the intended change: add, update or remove

Additional fields may appear depending on configuration, but these four are essential for a valid import.