Adding employees by CSV

CSV Tips

Aaron Strickland avatar
Written by Aaron Strickland
Updated over a week ago

When you’re creating new users, you can choose to do this in bulk. 

The 3 columns you need are:

  • Column A: email address

  • Column B: first name

  • Column C: last name

Each row should correspond to one employee.

Additional columns you can use are:

  • Column D: role 

  • Column E: team

Roles

You will want to add the managers as such and the same applies to admins. If you leave this cell empty the 'user' role will automatically be assigned.

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