If you are upgrading to Snap Schedule 365 from Snap
Schedule or Snap
Schedule Premium, you can import data from your existing Snap Schedule
file into the new database. If you don't need to import a Snap Schedule
file, you can import employee
data into your database from an Excel file.
an entirely new database from a Snap Schedule file (.ssf):
From the Admin tab, click Schedule
On the New Schedule
Tab, click Import underneath Import Snap
Click Select Snap Schedule file and then browse
to the file location of your desired Snap Schedule file (.ssf) to
import. Click Open when you have selected your Snap
Schedule file from the file explorer.
To the right of Select Snap Schedule file ,
an Uploading label should appear. When that label
disappears, click Proceed. Snap Schedule 365 will
confirm with you if you still want to import your Snap Schedule file
and permanently delete your previous database. Click Yes
to import the Snap Schedule file.
Warning: If you click Proceed before you select
a Snap Schedule file, Snap Schedule 365 will permanently delete your
To import data:
From the Admin tab, click Tools.
Click Import Employees,
Import Shifts, Import Locations, or Import Tasks.
- Snap Schedule 365 requires data to follow a certain format.
- If you do not know how to format the Excel file that you are
importing, click Download Template and specify
a name and a file location for the file. Then, click Save
to download the template file. You can then open that template
and fill in data that corresponds with the headers of the spreadsheet.
The asterisks next to some of the headers signify that data is
required and must be provided under the header so that Snap Schedule
365 can import the data properly. Once you finish adding data
to your template, save the Excel file somewhere on your computer.
- If you already have a properly formatted Excel file to import,
click Upload Excel
File. Browse your computer for your desired Excel file
and then click Open and
then click OK.
- Once you have selected a properly formatted Excel file, click Import.
Important: Any data that is imported will permanently overwrite
(replace) any similar data that are already in the database.