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Connect Excel

Import your workers and the credentials they hold from an Excel file. Excel works exactly like the full spreadsheet import walkthrough — this page covers the one thing that's specific to Excel: giving Oho a link to your .xlsx file.

The full walkthrough has every step

Filling in the template, connecting it in Oho, choosing a schedule, and locking the link back down afterwards are the same for every source. This page adds only the Excel-specific sharing step, then hands you back to the walkthrough. Follow the full walkthrough →

Oho reads your Excel file over a file-share link: you host the completed .xlsx somewhere Oho can reach and paste the link in. The simplest host is OneDrive:

  1. Upload your completed .xlsx to OneDrive.
  2. Create a share link, set so anyone with the link → can view.
  3. Copy that link — you'll paste it into Oho at Step 4 of the walkthrough.

Any other web-hosted location works too, as long as Oho can reach the file — but OneDrive is the simplest. Prefer not to host a file at all? Use Google Sheets instead — it reads a live sheet, with nothing to upload.

This file holds sensitive PII — restrict the link, and revoke it after

Your spreadsheet contains workers' names, dates of birth, and card or registration numbers. A link set to Anyone with the link exposes all of it to anyone who obtains the URL — no sign-in required. Use the tightest sharing that still lets Oho read the file, never post the link in email, chat, or tickets, and revoke it once the import has run. See the walkthrough's full guidance on locking the link back down and Workers → Privacy & access for your obligations under the Australian Privacy Principles.

What Oho reads from the file​

Oho reads four sheets in the template — Workers, Credentials, Applicants and Exemptions — tied together by Worker ID. A straightforward workforce import only needs Workers; fill in the others if you need them and leave the rest empty, headings in place. Put the same Worker ID on a worker's Workers row and on each of their Credentials and Exemptions rows, and reuse it on later runs so Oho updates that person rather than creating a second copy of them. Keep the column headings exactly as they come so Oho can read them.

For every column, what it expects, and which are required, see the Spreadsheet column reference.