⬇️ 1: Download the CSV Template
Start by downloading the revel8 template:
This template contains all potentially available columns in the correct format.
Important: Please do NOT rename, remove, or reorder any columns from the template. The system relies on the exact column names to automatically map data correctly.
📝 2: Complete the CSV Template
Fill in each column with the relevant employee information, below further information for reference.
Column | Relevance | Format | Description |
First Name | Mandatory | Text | First name of the employee |
Last Name | Mandatory | Text | Last name of the employee |
Mandatory | Email address of the employee. This is the unique identifier in the platform — each employee must have a distinct address | ||
Management (Email) | Recommended | Email address of the employee's manager. If the manager's email is also present in the same upload, revel8 automatically resolves the reporting relationship | |
Group | Recommended | Text | A group name to organise employees (e.g. department, location, team). Used to schedule simulations collectively as a target group. Only one group per employee can be assigned via CSV |
Main Phone Number | Only for Vishing / Smishing |
| The phone number used to reach the employee as part of a Vishing simulation |
Mobile Phone Number | Only for Vishing / Smishing |
| Mobile number of the employee, used for Smishing simulations. If only one number is provided overall, it will also be used for Vishing |
Status | Optional |
| Determines whether the employee receives simulations. Defaults to |
Language | Mandatory | ISO 639-1 code (e.g. | Preferred language of the employee. Determines the language used for simulations. |
Job Title | Recommended | Text | Job title of the employee. Also used for AI-enabled risk-level classification. |
Country | Recommended | Country name in English | The country where the employee is located. The timezone is automatically derived from the country. |
Department | Recommended | Text | Department the employee works in |
Company | Optional | Text | Company name of the employee |
Company Code | Optional | Text | Internal company code, used for grouping in multi-entity organisations |
Salutation | Recommended |
| Used to address the employee during calls (e.g. "Hello Mr. Smith"). If left empty, revel8 automatically estimates the salutation based on the name. |
User Type | Optional | Text (e.g. | Classifies the type of user within the organisation |
💡 Fields mapped automatically by revel8
Timezone: Automatically derived from the Country field. No manual entry needed.
Management (Manager): If the manager's email in the Management (Email) column is also present in the same upload, revel8 automatically resolves the reporting relationship.
Salutation: If left empty, revel8's classification estimates the salutation based on the employee's first name.
⬆️ 3: Upload the CSV into the platform
Once all fields are completed:
Save the file as a
.csvor .xlsxNavigate to Settings → Employees in the left navigation
Select the Employees tab and click the Add button in the top right
In the dialog that opens, scroll to the bottom and drag and drop your file or click click here to select one to browse for your file
You will be prompted to map CSV columns to system attributes. If you used the original column names from the template, mapping will occur automatically. If not, manually select the correct attribute for each column using the dropdown menus
Click Submit file
Verify that all employees were imported correctly and are visible in the Employees list with the correct details
⚠️ If any issues occur during upload
Review your file for formatting errors. Common causes include an incorrect phone number format (must be +[country code][number]), invalid or duplicate email addresses, or unsupported language codes. Correct the data and try the upload again.
✅ Final Checklist
All email addresses are valid and unique
Phone numbers follow the format
+[country code][number]Country names are entered in English
Language codes follow ISO 639-1 format (e.g.
DE,EN,FR)Column names match the template exactly - do not rename
If managers are referenced, ensure their email is also included in the same upload
If any import issues occur, review data formatting and re-upload