Our Support team can assist you with processing bulk uploads for the following categories. Please reach out to our Support team at support@breezeway.io to request a csv.
Default People at the Department Level
Default People at the Template Level
Time & Rate
Important Things To Note:
Please take a moment to carefully read the instructions and definitions below to ensure that your upload can be processed smoothly and without any issues. Let us know if you have any questions!
Where to find the Template ID - at the end of the URL if you open the Template, shown below:
When listing Default People, you can either use their name or Breezeway ID
If you are listing multiple users for Default People, have them separated in the same line of the cell by commas. The names need to be spelled the same as they are in your Manage People section for the upload to work.
Where to find a list of all of your Breezeway Property IDs - you can export a list of all of your active properties by opening the Property Page>using the check box to select all>clicking export. Please see below:
Rate Type Definitions - either choose Piece or Hourly
Please reach out to Breezeway Support if you have any additional questions about this!