Employer Upload and Update Tool

This article will introduce you to the Upload and Update Tool for Employers, which allows admin users to upload new companies and update existing ones in bulk.

Sections

1. How to upload new employers
2. How to update existing employers

 

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How to upload new employers

1. Navigate to the Data Upload Tools page by selecting “Site Management”, then “Data Uploads”.

2. Select the “Download CSV Template” drop down, then select “Employers” and "Add New."

3. Add your data into the template, making sure to leave the column headers unchanged. The unique identifier used in the Employer Upload & Update Tool is "Employer Name". The only required field is the Employer Name. This will serve as the unique identifier for any future updates. You can add any additional information you would like to the Employer profile, but you only need to fill the fields you are wanting to update. Leave any others blank.
   

4. Save the template file. Be sure to keep the "CSV" file format. 

5. Upload the document by selecting "+ New Upload" on the Data Upload Tools page, attach the CSV file with your data, select "Employer” for Type, and select “ Add New” for Upload Method.

6. Once the data uploads it will be tagged as either “Success” or “Invalid”.

7. If the upload is "Invalid”, the red box will appear to tell you what what went wrong in the upload. This usually happens when the unique identifier does not match or when "Update Existing" is selected instead of "Add New" for either the CSV or the upload.

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How to update existing employers

1. Navigate to the Data Upload Tools page by selecting “Site Management”, then “Data Uploads”.

2. Select the “Download CSV Template” drop down, then select “Employers” and "Update Existing."

3. Add your data into the template, making sure to leave the column headers unchanged. The unique identifier used in the Employer Upload & Update Tool is "Employer Name". This is the only required field.

4. Save the template file. Be sure to keep the "CSV" file format. 

5. Upload the document by selecting "+ New Upload" on the Data Upload Tools page, select "Employer” for Type, and select “ Update Existing” for Upload Method.

6. Once the data uploads it will be tagged as either “Success” or “Invalid”. If the upload is "Invalid”, the red box will appear to tell you what what went wrong in the upload. This usually happens when the unique identifier does not match or when "Add New" is selected instead of "Update Existing" for either the CSV or the upload.

Note: All successful, pending and invalid uploads are  added to a list of data uploads, with the status showing in "Status" column. If the upload is "Invalid", select the specific upload to view further details on the errors that need to be corrected.