Import Subordinates Gestiona

When there is a large number of subordinates to be registered in Gestiona, Administrators with the necessary permissions can import these subordinates, avoiding the need to register them one by one.

In this article, we will cover:

Import Instruction and Template
Import Subordinates

Import Instruction and Template

Download the Import Template:

Below is the way to fill out the template correctly for import:

When filling in the data in the spreadsheet, remove the formatting to avoid errors during import.

Import Subordinates

Click on the icon indicated below:

Then:

Select the type Subordinates.
Find the file filled out as shown above.
Click on Send.

You can click the Update button to see the status of the file upload. When ready, the status will show the message: (100%) Import completed successfully.

Gestiona will indicate if the import did not occur correctly. If your file has any changes to already registered data, a message will appear showing how many records were updated.

At the end of the import, a notification email will be sent confirming the process completion.

REMINDER:

You will receive, along with the completion email, the restoration file containing the data prior to the import. If you want to check any information or revert any value, you can consult this file.