Add many teammates from a spreadsheet
Check a CSV of people first, fix problems in place, then add them all with one invite each.
Open Team › Import and click Import CSV. Choose a CSV file with the columns name, email, role, extension, mobile (up to 200 people), or start from the example. Check the file tests every row and creates nobody; then Add N people invites them all.
In this video
Step by step
- 1
To add many people at once, open Team, in the menu on the left.
- 2
Then click Import.
- 3
The file needs the columns name, email, role, extension and mobile. Up to 200 people per file.
- 4
Import CSV opens the box. Choose a CSV file, or start from the example.
- 5
Check the file tests every row, and creates nobody.
- 6
Each problem is named on its row. Here, extension 101 is already taken.
- 7
Fix it right in the box. Here, change 101 to 106.
- 8
Check the file again. Now the row is ready.
- 9
Add 1 person would create them, and email each one a link to choose a password. In this demo, we stop here.
- 10
Close puts the import away.
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