---
title: How to import data from a CSV file to Zapfloor
description: Import data directly into Zapfloor, eliminating the need for manual entry. Easily use CSV files to import both large and small amounts of data, including users, customers, units, and more.
---

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# How to import data from a CSV file to Zapfloor

## Import data directly into Zapfloor, eliminating the need for manual entry. Easily use CSV files to import both large and small amounts of data, including users, customers, units, and more.

### **Step 1: Go to the Import page**

 

Go to **Settings \> Import** 

![](https://support.zapfloorhq.com/hs-fs/hubfs/importdata1-png.png?width=688&height=233&name=importdata1-png.png)

 

This import function **requires certain permissions**, if you do not have them you'll see a message informing you:

 

![](https://support.zapfloorhq.com/hs-fs/hubfs/importdata2-png.png?width=688&height=337&name=importdata2-png.png)

This can be edited in your roles: [Read more about updating permissions and roles](https://support.zapfloorhq.com/knowledge-base/configure-user-and-operator-permissions?hsLang=en).

### **Step 2: Prepare your CSV**

 

Start by choosing a **data type** you want to import; e.g. users, customers, units, etc. Download the CSV template that you'll use to put your data in with the "**Download CSV template**" button. You can use the CSV template to fill in all the data you'd like to upload.

 

**Note:**  If you import **users**, you need to make sure that their related customers are already in the database. You can refer to customers they need to go into using the customer number field.

**Note**: If you edit the file in **Excel or Numbers**, make sure to export it as CSV to upload it.

[Guidelines for specific CSVs can be found here](https://support.zapfloorhq.com/knowledge-base/instructions-for-uploading-csv-files?hsLang=en)

### **Step 3: Upload your CSV**

 

Once you've filled in all the data in the columns of the CSV, upload it with the **"Upload CSV" button**. Select the file from your computer.

### **Step 4: Data verification**

 

Once you've submitted the CSV, you'll see a pop-up that **verifies the data**. If everything seems okay, you may continue and import the data to the actual server/database by clicking the **"Import"** button.

### **Step 5: Data Implementation**

 

Whilst the data is imported the server will verify every row of your CSV. If there are rows that **fail to import, it will be mentioned in the pop-up with an error**. Depending on what the error is, try to resolve the issue yourself and if you cannot; get in touch with our support team, via support@zapfloor.com. If you can resolve the issue yourself, make sure to **import them again** (go back to step 3)

 

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