Bulk import

When you're setting up your whole team, adding people one at a time is slow. Webelio gives you two bulk options: invite many people to fill in their own details, or import a spreadsheet you already have.

Bulk invite

Use this when you want each person to complete their own self-onboarding. From the Employees screen, choose Bulk invite. The wizard has four stages:

1. Compose — enter the people to invite: a name and email for each. Paste a list or add rows.
2. Preview — Webelio shows who will be invited so you can catch typos before anything is sent.
3. Sending — invitations go out, with a progress indicator.
4. Done — a summary of who was invited.

Each person gets a link to fill in their own details; the records land in your list marked for review.

CSV import

Use this when you already have your team in a spreadsheet. From the Employees screen, choose Import from CSV. The wizard also has four stages:

1. Upload — choose your CSV file.
2. Preview — Webelio reads the file and shows each row with any problems flagged.
3. Importing — valid rows are created, with a progress indicator.
4. Done — a summary of how many were created and how many were skipped.

The CSV template

Download the template from the upload step and fill it in — the columns are already in the right order. Common columns include:

Column	Means
Employee code	Your internal ID for the person
First name / Last name	Their name
Date of birth	Format as shown in the template
Gender	Male / Female / Other
Phone	Contact number
Work email / Personal email	Their emails
Date of joining	When they started
Department / Designation	Must match names you set up in setup
Employment type	Full-time, part-time, contract, and so on
Work location	Must match a location you created
Annual CTC	Yearly cost to company
Bank name / Account number / IFSC	Bank details for pay
PAN / Aadhaar / UAN	Tax and Provident Fund identifiers

Fixing errors

If the Preview step flags a row, fix it in your spreadsheet and upload again. The most common causes are:

• A department, designation, or location that doesn't exist yet — create it in setup first, or correct the spelling to match.
• A missing required field, such as name or date of joining.
• A date in the wrong format — match the template exactly.
• A duplicate email already used by another employee.

Only clean rows are imported; flagged rows are skipped so you never get half a record.

info

The export mirrors the import. When you export your employees from the list, you get the same columns in the same order — so you can export, edit in a spreadsheet, and re-import without reshaping anything.

What's next

• Self-onboarding — review what invited employees submit
• The employee profile — where imported records live
• Adding employees — the one-at-a-time methods