Bulk Import

The Bulk Import tool lets you add large numbers of users, workers, or organisations at once — much faster than adding them one by one. Use it when onboarding a new site with many workers or migrating data from another system.

Supported import types

• Users — create login accounts in bulk
• Field workers — add worker profiles (optionally linked to a user account)
• Client organisations — onboard multiple client companies at once

How to import

1. Go to Admin → Bulk Import
2. Select the import type from the dropdown
3. Download the CSV template for that type
4. Fill in the template — do not change column headers
5. Upload the completed CSV
6. Preview the first 25 rows and check for issues
7. Click Import

CSV template columns

Users template

first_name, last_name, email, role, organisation

Workers template

full_name, emirates_id, role, assigned_property

Organisations template

name, type, trade_licence, contact_email, emirate

CSV formatting tips

• Use UTF-8 encoding — this handles Arabic names correctly
• Do not add extra columns — they are ignored but can shift values if headers are misaligned
• Date fields must be in YYYY-MM-DD format
• The emirate field accepts: Abu Dhabi, Dubai, Sharjah, Ajman, Umm Al Quwain, Ras Al Khaimah, Fujairah
• For role in the users template, use exact values: admin, provider_manager, field_worker, client

What causes import errors

Error	Cause	Fix
Duplicate email	User already exists with this email	Remove the row or update the existing user manually
Missing required field	A required column is empty	Fill in the missing value and re-upload
Invalid role	Role value doesn’t match the accepted list	Check spelling and case
Unknown organisation	Organisation name doesn’t match an existing record	Create the organisation first, then import users

Partial import behaviour

If some rows have errors and others are valid, HelpYard imports the valid rows and skips the errored ones. You do not need to re-import the successful rows — only fix and re-upload the failed rows.

After import, the results screen shows three counts:

• Imported — rows successfully created
• Skipped — rows with errors (with reasons listed)
• Duplicates — rows that match existing records

Download the error report to get a CSV of only the failed rows, pre-filled with error reasons in an extra column.

Tip

For large imports (500+ rows), do a test run with 10-20 rows first to catch formatting issues before committing the full dataset.

Next step

System Settings