How Do I Bulk Import Users? (Email Only Integration)

If you're on the Email Only integration and need to add a lot of Users at once, the dashboard's bulk-import flow takes a CSV or Excel template and creates them in one upload. Faster than the one-at-a-time Add User form for any team larger than a handful.

Steps

1. Sign in at app.vacationtracker.io with an Admin account.
2. In the left-hand menu, click Users.
3. Click Create Users at the top of the page.
4. In the Create Users modal, download either the CSV or the Excel template. Both produce the same result; pick whichever your team is more comfortable editing.
5. Fill out the template with your Users' information (see fields below).
6. Upload the completed file back into the same modal. Vacation Tracker validates the rows and creates the Users.

Template Fields

What Happens After Upload

• Each row creates a new User in Vacation Tracker with Role = User (you can promote individuals to Admin later).
• Users are assigned the Department and Location specified in their row, or the workspace defaults if those columns were blank.
• Users are issued the Yearly Leave Quota from each Leave Policy that applies to their Location, just like manually-added Users.
• Whether new Users automatically receive a sign-in invitation depends on the Invite Users Yes/No toggle on the Create Users page. If Yes, each new User is emailed an invitation to set their password and sign in. If No, profiles are created without invites — useful when employees don't use a computer regularly and the Admin manages time off on their behalf, or when you want to invite them later in batch.

Common Questions