FAQ: Difference between revisions
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== What happens to my data when I switch from the demo account to a real plan? == | |||
You can already fill the demo account with your real data because the demo account seamlessly transitions to a real plan when you switch. | |||
However, if you have entered so much test data that you would prefer to reset the account, please contact our support team. They can delete the demo account early so that you can start with a new demo account using the same domain. | |||
== How can I get the employee master data into the system as quickly as possible? == | |||
The fastest way is through our upload feature, which you can find in the master data sections for employees, freelancers, clients, etc. You can upload an Excel or CSV file here. If you want to upload categories or additional information directly, please remember to create them in CrewBrain beforehand so the corresponding fields can be filled out. You can create additional information under Administration > Personnel > Additional Information, and you can adjust categories under Administration > Personnel > Categories. | |||
If you are working with an interface, some employees can be imported through it. However, in most cases, only those already assigned to jobs will be imported. | |||
== Why aren't employees receiving request or any booking notifications? == | |||
Revision as of 12:13, 7 June 2024
What happens to my data when I switch from the demo account to a real plan?
You can already fill the demo account with your real data because the demo account seamlessly transitions to a real plan when you switch.
However, if you have entered so much test data that you would prefer to reset the account, please contact our support team. They can delete the demo account early so that you can start with a new demo account using the same domain.
How can I get the employee master data into the system as quickly as possible?
The fastest way is through our upload feature, which you can find in the master data sections for employees, freelancers, clients, etc. You can upload an Excel or CSV file here. If you want to upload categories or additional information directly, please remember to create them in CrewBrain beforehand so the corresponding fields can be filled out. You can create additional information under Administration > Personnel > Additional Information, and you can adjust categories under Administration > Personnel > Categories.
If you are working with an interface, some employees can be imported through it. However, in most cases, only those already assigned to jobs will be imported.