Importing Data

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.

To create an entirely new database from a Snap Schedule file (.ssf):

From the Admin tab, click Schedule Setup.
On the New Schedule Tab, click Import underneath Import Snap Schedule File.
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 current database.

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.
- 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.
- Once you 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, unless Snap Schedule 365 identifies existing data in your database that matches entries in your spreadsheet. For example, Snap Schedule will look for existing data in your database using the fields marked with an asterisk in the import template – e.g. Employee Name + Employee Code combinations, or Shift Description + Shift Code combinations – and if it finds a matching combination, it will update the fields for that existing data point with whatever information is in the file you are importing. This includes importing blank fields, which will delete any existing data that exists for fields in the existing data point.