From the Directory, click Import CSV, then Download CSV template to get the exact headers with one filled-in example row. The columns are:

Name, Title, Department, Location, Phone, Email, Skills, Cert 1 Name, Cert 1 Issuer, Cert 1 Expires, Cert 2 Name, Cert 2 Issuer, Cert 2 Expires (and a third cert slot beyond that).

  • Name is the only required column — a row with no name is skipped.
  • Skills — separate multiple skills with semicolons, e.g. Conduit bending; Motor controls; Blueprint reading.
  • Cert … Expires — accepts YYYY-MM-DD or M/D/YYYY. A date FieldCred can't parse fails that row with a specific reason rather than silently importing garbage.
  • Empty cert slots are simply ignored — you don't need all three filled for every worker.

What happens on import

After choosing a file, FieldCred shows a preview before anything is created:

  • How many workers are ready to import.
  • How many certs were automatically matched to a credential type by exact name (case-insensitive) against your Admin → Credential types catalog.
  • Rows skipped as duplicates — matched by email, against both existing workers and other rows in the same file.
  • Rows skipped for errors (missing name, invalid email, unparseable date), with the specific row number and reason.
  • Rows skipped for being over your plan's worker limit, if the batch would push you past it.
Verification always starts blank. There's no column for it — a cert's verification status is a deliberate per-cert action an admin takes by hand, never inferred from a spreadsheet. See What "Verified" actually means.

Click Import to create the workers shown as ready. Nothing is created until you confirm — reviewing the preview and fixing your CSV first is free.