There are several ways to create new Leapsome users (you can also watch our Admin Onboarding Tutorial video). To import your users please navigate to the setting wheel and click on 'User & Teams'.
Option 1: BambooHR, Personio, Active Directory and others
If you're using Personio, BambooHR, Active Directory, GSuite, Okta or OneLogin you can use our integrations to automatically import your employee directory (and keep it up to date). To activate the integration, please navigate to admin settings and select the integration in the left menu. Continue by following one of these guides:
- Getting started with the Personio integration
- Getting started with the BambooHR integration
- Getting started with the Active Directory integration
Option 2: Import from Excel/CSV
Our Excel import is a great and simple way to import your users and keep your user list up-to-date. It allows you to automatically create teams and manager relationships while importing your users.
To import your users, please copy our sample spreadsheet, provided here, and replace our dummy users with your actual user data while following the provided column format. The user's email is strictly required, all other fields are optional.
You should ideally provide a full list of all users, especially if you want to automatically create manager relationships. A manager relationship will only be created if the manager's email and a user with a matching email address are provided in the same document.
If your user list changes, simply change your spreadsheet and re-import it. All existing users (and teams and manager relationships) will automatically be updated.
Please note: the language of the date format should be English.
Option 3: Gmail & domain white-listing
If your team uses Gmail internally, you can also enable domain-based sign-on (allowing all users from your domain to join your team without any invite). Please get in touch at email@example.com to set this up.
Option 4: Creating users from an email list
To create your user accounts, simply provide a comma-separated list of the emails of your users (e.g. "firstname.lastname@example.org, email@example.com, ..."). You can customize an invite message or decide to create users first and send invites later.
Option 5: Other HRIS platforms
Integrations with other HRIS systems are in the works and coming soon. Please get in touch to learn more.