Importing Your Employees

Getting your workforce into Buildr is easy and intuitive. Download this CSV Template to get started with the import.

The following fields will be required in your Workforce Employee import:

1. First Name
2. Last Name
3. Email
4. Role
5. Start Date

Important items to note:

• The Role must match the project role in Buildr exactly. To add a new role in Buildr, navigate to "Workforce Settings" in your account settings and click "New Role."
• If you have enabled Divisions on your account, you can import your employees with their designated division.

Once your employees are ready to be imported, click More, then "Import CSV."

Exporting Your Employee List

To export your list of employees, simply navigate to the Employees tab and select More, then "Export CSV" at the top-right of the page.