Portal for Support Agents

Import users from an Excel spreadsheet

Simply setup the Excel file correctly, upload it and use ‘Import’ option to move user data from uploaded excel file to the Employees section. 

Consequently all the imported data is transferred in the form of separate user records, pre-populated.

Simply follow the example below for how to set up your Excel file, upload it to Xink Excel Uploader, and Click Import. 

All imported data will become separate, pre-populated user records. 

Xink Excel uploader supports only xlsx formatted spreadsheets

The xlsx format is supported by Office 2013, 2016 or Office 365. 

Other file formats will not work (e.g. will xls and csv not work).

Prepare your xlsx file

Make sure Row 1 of your Excel spreadsheet is the exact nomenclature you use to describe Xink fields because you will need to map the columns to Xink fields in Step Two.  

Now that your XSLX file is complete, follow the next three steps to get these users uploaded to your Xink account:

  1. Step One: Log into your Xink > EMPLOYEES.
    Click the (+) plus-sign button and choose 'IMPORT FROM EXCEL' in the dropdown.

    You will be presented with the following Employee List Import prompt. Click Browse and upload your file.

  2. Step Two: As you see in the example below, your XSLX will now populate your data on the next screen.
    Simply select the Xink fields for the respective column names. Make sure each column name is linked to a Xink field.

    Only if you want to remove all existing employee information and replace with all information from this particular XSLX, click 'Overwrite existing.'
    Don't worry about duplicate employee information, Xink takes care of it.

  3. Click 'Import' and you will find all the contacts under 'EMPLOYEES'.

    Now your Employee list will be permanently updated within your account.

Update separate fields in already existing employee's entry using 'Overwrite existing' option

You can update separate fields of your employees with 'Overwrite existing' option. For this, include in your Excel  just :

  1. The email of the employee. It a mandatory field. 
  2. The specific fields you want to update in employee entry.
    Note that you shouldn't leave in your excel the titles of fields which you don't want to update in Xink. If you leave the title of the field with blank value, it will update this current field as empty.

For example, if you want to update only a mobile for a separate employee, your Excel should include only Email and Mobile and look like this:

Next you should go in Employees section, click Import from Excel and check 'Overwrite existing' option before doing the import. As a result the value from the current excel will overwrite the existed value in the employee record in Xink. 

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.