ℹ️ Info
Part of the Getting Started guide, Step 1. Integrate employee data.
Upload your employees from a CSV or Excel file. This works in any environment and is the fastest way to get started, but the list does not update itself: you upload a new version when people join or leave. Where you can, use automated provisioning via SCIM or LDAP instead.
1. Download the template
The template contains every column revel8 can import, already in the right format.
🚫 Important
Do not rename, remove or reorder the columns. revel8 maps the data by the exact column names.
2. Fill in the template
Column | Needed | Format | What it is for |
First Name | Required | Text | Employee's first name. |
Last Name | Required | Text | Employee's last name. |
Required | Unique identifier in revel8, so every employee needs a different address. | ||
Language | Required | ISO 639-1 code, for example | Language of simulations and training. |
Management (Email) | Recommended | Manager's email address. If the manager is in the same upload, revel8 links the two. | |
Group | Recommended | Text | Department, location or team, used to target simulations. One group per employee. |
Job Title | Recommended | Text | Also used for AI-based risk-level classification. |
Country | Recommended | Country name in English | revel8 derives the time zone from it. |
Department | Recommended | Text | Employee's department. |
Salutation | Recommended |
| Used to address the employee on calls. Left empty, revel8 estimates it from the first name. |
Main Phone Number | Voice and SMS only |
| Number called in voice phishing simulations. |
Mobile Phone Number | Voice and SMS only |
| Number used for SMS simulations. If it is the only number given, it is used for calls too. |
Status | Optional |
| Whether the employee receives simulations. Empty means |
Company | Optional | Text | Company name. |
Company Code | Optional | Text | Internal code for grouping in organizations with several entities. |
User Type | Optional | Text, for example | Type of user in your organization. |
Save the file as .csv or .xlsx.
3. Upload the file
Open Organization → Employees, stay on the Employees tab, and click Add.
In Import employees, select the Upload file tab and drop your file in, or click to choose it.
Under Map Columns, check that each revel8 attribute points at the right column. If you kept the template's column names, this happens automatically; otherwise pick each column from the dropdown.
Click Submit file.
Keep the list up to date
The list does not update itself, but you can bring it up to date by uploading a new version of the file. Two options under Map Columns control what an upload changes for employees who are already in revel8:
Use empty cells to clear existing values: a blank cell in a mapped column removes the current value. Columns you did not map stay as they are.
Delete previously uploaded employees missing from this file: employees from an earlier upload who are not in this file are deleted or anonymized, after you confirm. Use this to remove leavers.
Check that it worked
Your employees appear in the Employees list with their details.
If the import fails, check the file for the usual causes: phone numbers not in +[country code][number] format, missing or duplicate email addresses, and language codes that are not ISO 639-1. Fix them and upload again.