Importing companies and employees via Excel
How to import companies and employees into Bausicht via an Excel file – ideal for creating a lot of master data at once.
You can import companies and employees into Bausicht directly via an Excel file. This is especially helpful when you want to create a lot of master data at once instead of entering each record individually.
Quick answer
| Step | Description |
|---|---|
| 1 | Grant the permission „Kann Unternehmen und Mitarbeitende per Excel-Import anlegen". |
| 2 | Use and fill in the provided Excel template. |
| 3 | Reload Bausicht once (e.g. with F5). |
| 4 | Run the import under Settings → Import. |
Prerequisites
For the Excel import, the relevant user needs the permission „Kann Unternehmen und Mitarbeitende per Excel-Import anlegen". You can find out how to grant permissions in the linked article above.
Step 1: Grant the permission
First, grant the permission „Kann Unternehmen und Mitarbeitende per Excel-Import anlegen" to the user who is to perform the import.
Step 2: Use the Excel template
Important: The provided Excel template must be used for the import. Enter your companies and employees directly into this template without changing its structure.
Step 3: Reload Bausicht
After the permission has been granted, the relevant user must reload Bausicht once, for example using the F5 key. Only then will the import function be available.
Step 4: Run the import
Then open Settings → Import and run the import using your completed Excel template.
If you need support with your first import, please feel free to contact our support team.
Need further help?
If you need further assistance, our support team is happy to help.