Importing Team Members in Bulk

Benjamin Staton Updated by Benjamin Staton

  Do you have lots of team members? Utilizing our bulk import option is a great way to create accounts for lots of people, quickly. 

Things to Be Aware Of:

  1. Importing is currently handled by our support team.
  2. We handle imports within 24 - 48 hours during the work week (depending on the volume of imports) or by the end of the day on Monday, when submitted over the weekend.
  3. For the quickest possible service, your CSV or Excel file should be formatted properly (see below for details).
  4. A unique email is required for each user in the system.
  5. A phone number can be added as well but is not required. We do suggest adding a phone number for your users if you also have a HuddleUp account. This will allow you to communicate with those members via text message.

Formatting Your User List

  • Column 1: First Name and Last Name
  • Column 2: Email
  • Column 3: Phone Number (can be added but is not required)
  • Column 4: Group (can be added but is not required)
  • Column 5: Campus (can be added but is not required)
  • Column 6: Leader Permissions (if Leader Permissions need to be added to any of the users, please assign each permission in a separate column)

Send your CSV or Excel file to support@trainedup.org as an attachment. Thank you!

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