Skip to content
  • There are no suggestions because the search field is empty.

How to Import Team

In this article, we will cover how to import your staff members into your Pabau account.

Step 1: Navigate to Setup

Start by logging into your Pabau account using your login credentials. Then, navigate to the "Setup" button located at the bottom of the left sidebar menu to access the Setup page.

Screenshot - 2025-08-01T152318.731-1

Step 2: Access Import Page

Navigate to the Business section and click to expand the "Data" tab. This action will reveal the "Import" sub-tab. Click to access the Import page.

Screenshot - 2025-08-01T152754.656

Below, you can start by selecting the software or system you’re importing from. This ensures Pabau can automatically match the correct fields and settings for that platform. 

From the Import page, select whether you want to import data from files (like csv, .xlsx, or .xls) or use the Data Cleanse tool to clean and import existing data. Proceed to select "Import A File."

Screenshot - 2025-09-16T144652.510

Step 3: Import Team

When you select the “Team” option on the Import page, you’ll see two choices: Team and Schedules.

  • Team allows you to import staff details such as names, roles, and contact information.

  • Schedules lets you bring in staff availability and working hours. (Coming soon)

Screenshot - 2025-09-15T103508.943

No matter which option you choose, the process is the same.

Screenshot - 2025-09-15T105634.187

You’ll be prompted to upload your data file in .csv, .xlsx, or .xls format, making sure it follows the required template for a smooth import.

Screenshot - 2025-09-15T163540.902

After uploading, click the “Next” button in the top right corner. You can select the appropriate template as well. Screenshot - 2025-09-15T164505.310
To map the information correctly, click on any field marked as “Ignore.” From the dropdown, select the appropriate option. If you leave it as “Ignore,” the data in that column will not be imported.

Screenshot 2025-09-15 164408

Once mapping is complete, click "Next" at the top right corner, and the screen will confirm that your file has been successfully imported.

Screenshot - 2025-09-15T110402.803

By following these steps, you can successfully import staff/users into your Pabau account.


For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.