Importing users from a Google Spreadsheet

As well as connecting Dado to your HRIS, it's possible to import data about your employees from a Google Sheet.

In both cases, each employee will be created as a Dado user. These users won't have access to the Admin platform that you are using, so they won't be able to edit or view Experiences. Instead, they'll only be able to see the Tasks and Messages assigned to them, in the Experiences they're part of.

Importing your users from Google Sheets can be useful if you already use one of these tools as part of your existing processes; or if you're not yet ready to set up an HRIS integration yet – for instance, if you're still testing out your first Experience with a few users.

Contents

• Setting up a new Google Sheet as an import source
• Setting up an existing Google Sheet as an import source

Setting up a new Google Sheet as an import source

If you don't already have a Google Sheet that you use to store employee information, Dado can create one for you. Then you can add and update employee information in this dedicated sheet, and import it into Dado to create and update users.

Before setting this up, you will need to have integrated Dado with your Google Workspace. For guidance on how to do this, see this article: Google Workplace Integration.

Here's how to set up your Import

1. Go to the Users tab and click on 'Import Sources' in the left-hand navigation
2. Click the 'Add Import Source' button in the top right
3. Select 'Google Workspace' from the list of options that appears, and then 'Create a new import spreadsheet'
4. Now you'll be asked to customize the new sheet. First, give the spreadsheet a name. Aim for something that will make it easy to remember what this spreadsheet is for, when you (or others) see it in your Google Drive.
5. Below the name field you'll see a list of Field Mappings. This is where you control which data from the spreadsheet will be used to create which Dado fields.
   • The fields on the left side show the column titles that your new spreadsheet will contain. Feel free to change these if it will make the spreadsheet easier to understand.
   • The fields on the right side show which Dado field each column is mapped to. Data from that column will be entered in the field it's mapped to.
     
   • By default, this screen shows a mapping for every Dado field. But you can easily amend and delete these mappings.
   • You must include at least one email address in your field mappings. Without an email address, Dado will not be able to create new users or update data for existing users.
   • If you won't be getting a particular piece of data from your Import Source, then delete the field mapping for that data point by clicking the 'x' icon on the right of that row.
     For instance, if you are collecting any data through Tasks in your Experiences, you should remove those Dado fields from these mappings. Otherwise you run the risk of over-writing your data.
6. Once this list of Field Mappings reflects what data you will be entering into your spreadsheet, click "Add source".
7. You've successfully created this Import Source, and Dado has created the spreadsheet for you. To go to the Google Sheet, click on the 'Open Import Source' link. 
8. If you ever want to change what data gets imported from this spreadsheet (for instance, so you can import more data), click on the name to open up the Field Mapping settings.

   

After setting up this import source, you'll be ready to run your first import. Find out how in this article

Setting up an existing Google Sheet as an import source

If you already have a Google Sheet that you use to store employee information, Dado can link to this sheet as a data source. Dado will never change any information in this sheet.

Before setting this up, you will need to have integrated Dado with your Google Workspace. For guidance on how to do this, see this article: Google Workplace Integration.

Here's how to set up your Import Source:

1. Go to the Users tab and click on 'Import Sources' in the left-hand navigation
2. Click the 'Add Import Source' button in the top right
3. Select 'Google Workspace' from the list of options that appears, and then 'Use an existing spreadsheet'
4. You will now be asked to input the URL of your existing Google Sheet
   • Go to your spreadsheet and open the tab you want to use as a data source.
   • Copy the URL from the URL bar, and paste this into the field on this Dado screen.
   • Click 'Verify file access'
   • Please note: you will need to have editor permissions for this Google Sheet for the import to work
5. A new screen will appear, on which you can customize the data imported from this spreadsheet, using Field Mappings. 
• In the fields on the left side, fill in the names of the Google Sheet columns you'd like to sync to Dado. It's very important these match exactly, so we recommend copy-pasting them from the Sheet.
• The fields on the right side show which Dado field each column is mapped to. Data from that spreadsheet column will be entered in the field it's mapped to.

  

• You must include at least one email address in your field mappings. Without an email address, Dado will not be able to create new users or update data for existing users.
• If you change your mind about a particular field mapping, you can delete it by clicking the 'x' icon on the right of that row
6. Once this list of Field Mappings reflects what data you want to import from your spreadsheet, click "Add Import Source".
7. You've successfully created this Import Source. You can easily go to the Google Sheet at any time, by clicking on the 'Open Import Source' link.
8. If you ever want to change what data gets imported from this spreadsheet (for instance, so you can import more data), click on the name to open up the Field Mapping settings.

   

After setting up this import source, you'll be ready to run your first import. Find out how in this article