Importing Users via CSV file

A CSV (Comma-Separated Values) file is a simple text file that stores data in a table format. Each line in the file represents a row in the table, and each value in the line is separated by a comma. CSV files are commonly used for importing and exporting data between different systems.

When first creating your Extraordinary account, it may be efficient to export your employee details from your existing employee records and upload these in a CSV file to save time compared to creating the employee record one by one.

Adding Users via CSV import

To load a CSV file, go to https://customer.extraordinarypay.com/users or select 'Users' from the left navigation menu.



Select the 'Import' option in the top right

Select 'Upload CSV'

Select 'Choose File' and load the CSV you have prepared

Select 'Upload'

If there are any issues with anything in the file, it will show in the next screen as a Validation Error. You can filter by this to fond errors that need resolving in the file.

If there are any errors in the file, you will need to reset the import process and upload the amended file.

Once you have updated the CSV file to remedy any errors, select the 'Complete Import' button and your employee list will load in the background. You can navigate to other parts of the customer portal while these load, or refresh the page without impacting the import process.

Your CSV file should include the following columns with the exact names and casing:

Additionally, you can add an arbitrary number of tags in the format:
tag[{TAG_CATEGORY}]

Tags must first be created in the Extraordinary customer portal, see this guide for how to manage Tags. The values provided in the columns must match the tags available in the system. Refer to the screenshot below for examples of tags.

1. Open a spreadsheet application (such as Microsoft Excel, Google Sheets, or any other CSV editor).

2. Create a new spreadsheet and add the column headers as described above. Remember, the column names are case-sensitive and must be exact.

3. Fill in the employee data under each column. Ensure that: firstName and lastName only contain letters, numbers, spaces, and the characters @, ', /, ,, -, and .; email is unique and in a valid email format; phone is in international format and is a mobile number. The compulsory fields are "firstName", "lastName" and "email".

4. Add tag columns based on the tags available on the HealthNow Customer Portal. Each tag category should be in the format tag[{TAG_CATEGORY}].

5. Save the spreadsheet as a CSV file. In most applications, you can do this by selecting File -> Save As and choosing CSV (Comma delimited) as the file type.