Can I import licence documents with the drivers?

No. The Drivers import creates the records. Upload documents afterwards from each record’s Documents tab, or send them through the AI Inbox.

Some drivers already exist. Will they be duplicated?

Rows with a name that already exists are flagged for review. Remove them from the sheet or correct them before confirming.

Docs · Drivers and employees · How-to

Import drivers and employees from Excel

You will have every driver and employee in NShine ERP from one spreadsheet, each with joining date, employee type, salary settings and bank details, ready for bookings and payroll.

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The Drivers import type under AI › AI Data Import creates driver and employee records from an Excel file. Columns are matched to the fields of the Add form, each row is shown as ready, needs review or invalid, and nothing is saved until you click Confirm.

Before You Start

One row per person with a header row; First Name, Joining Date and Employee Type filled for every row.
Every Employee Type value in the sheet exists under Settings › Dropdown Values (Driver, Manager, Clerk and any you added).
Salary Type values written exactly as the form shows them: Monthly, Fixed or Percentage.
Phone numbers with country code if the drivers will use the mobile app.

Steps

Open AI › AI Data Import and choose Drivers. This type covers office employees too; Employee Type in the sheet decides which is which.
Upload the .xlsx or .xls file.
Check the column mapping: name columns, dates, Employee Type, Salary Type, Salary Amount, Trip Based Salary Type and Amount, Bank Info, Emergency Contact Details. Unmapped columns are ignored.
Review the rows marked needs review or invalid. Common causes: a date in a format the sheet did not store as a date, an Employee Type spelled differently, a missing First Name.
Fix the sheet and upload again, or correct rows in the grid where allowed.
Click Confirm.
Open Drivers and People › Employees and spot-check a few records, then set pay packages under Payroll › People.

Columns the import reads

Column	What to put in it	Required
First Name, Last Name	Names	First Name
Email, Phone	Contact; phone with country code	No
Joining Date, Last working date	Dates	Joining Date
Employee Type	Driver, Manager, Clerk or custom	Yes
Enable Mobile App, Is Active	Yes/No	No
Salary Type, Salary Amount	Monthly, Fixed or Percentage and the amount	No
Trip Based Salary Type, Trip Based Salary Amount	Per-trip rule and rate	No
Bank Name, Branch Name, Account No, IBAN Code	Bank details for salary	No
Emergency Contact Details, Notes	Free text	No

What This Changes

Records appear on the Drivers list (type Driver) and People › Employees (all), and Active Drivers on the dashboard updates.
Each person appears under Payroll › People and in Payroll › Attendance from the joining month.
Documents mapped to employees are listed on each record’s Documents tab as Unknown until uploaded.
Opening balances are not part of this import; record any advance already outstanding as an Employee Payment dated the start date.

Tips

Import drivers before bookings; the booking import matches the Driver column by name.
Leave Last working date blank for current staff. A filled date tells payroll the person has left.
Add Employee Type values in Dropdown Values before the import, not after; the import rejects unknown types.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.