If you are setting up a new team or adding several people at once, the CSV import saves you from entering each member individually. Upload a spreadsheet and everyone is added in one go.
Preparing Your CSV File
Your CSV file needs the following columns:
- Name (required) - the team member's full name
- Role (optional) - their job title or role
- Email (optional) - their email address
The first row should contain column headers. Save the file as a .csv file from your spreadsheet application.
Uploading the CSV
Go to Teams and select the team you want to add members to.
Click Add Members and choose Import CSV.
Select your CSV file or drag it into the upload area.
Review the preview to confirm the data looks correct. Map any columns if the headers do not match automatically.
Click Import to add all members to the team.
After Importing
Once imported, each person appears in your team list. You can then set individual details like catchup frequency, colour coding, and any additional notes from their profile.
If any rows have issues, such as missing names, they are skipped and you will see a summary of what was imported and what was not.
Export your existing team list from HR software or a spreadsheet before importing. This avoids typos and ensures names and roles are consistent.
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