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How-toPeople Core

How do I import my team from a CSV or Excel file?

With “Import CSV / XLSX”. You map each column to a field, choose whether Peak only creates, only updates or both, and check the preview. Only “Save changes for good” writes the data. If there is an error, no row is taken over. Peak recognizes existing people only by person ID or an already verified work email, never by name alone.

  1. Open People Core → “⋯ More filters, views, import & export” → “Import CSV / XLSX”.
  2. Choose the file: at most 200 rows and 2 MB. For Excel, Peak reads only the first worksheet and only fixed values.
  3. Map the columns. Set columns you don't need to “Ignore”.
  4. Choose the import mode and click “Check all rows”.
  5. Check the preview and click “Save changes for good”.

Next step

Open People Core

Explains this message

  • At most 200 rows per import.
  • File too large. Use at most 2 MB and 200 rows.
  • Formulas are not imported. Export fixed values first.
  • Each target field may be mapped only once.
  • No stable match for update

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