Save time and reduce errors by updating multiple teams at once with a single CSV.
Here’s how it works:
Step one – Navigate to the Teams page.
Step two – Click on the Bulk modify teams button.
This will take you to the Bulk modify teams page, where you can update team assignments via CSV.
How do I update teams with a CSV?
Step one – Download current user list
Click the Download CSV button to get a list of all enabled employees and their current teams
The CSV includes First Name, Last Name, Email, and Team Names
Step two – Modify teams:
Update the Team names for each user in the CSV.
If a user belongs to multiple teams, enter team names as comma-separated values within a single cell (e.g., Engineering, Sales, Customer Success)
Step three – Upload updated CSV: Upload the modified CSV file by using the Upload button.
The system will validate and map the fields automatically.
What happens if I remove the team from an employee?
❗Important: The CSV should contain all teams a user should be assigned to. If a team is missing from the uploaded file, the user will be removed from that team.
How do I know if there is an error in my CSV file?
The system provides clear error messages for common issues:
Users not found: If some email IDs do not exist in the system, you’ll see: “X users do not exist in the system. Please verify their email addresses or add them as new users before proceeding.”
Teams not found: If a team does not exist, you’ll see: “Update for the following teams failed. The following teams do not exist in the system: [Team Names]. Please create these teams first or correct the team names in your CSV file.”
What if I want to add an employee to a team that isn't there?
If a team listed in your CSV does not exist, you will need to create it manually before uploading.
To add a new team, you can:
Navigate to the Teams page
Click Create a team to add the required teams
How will I know if the upload was successful?
After uploading, a confirmation message will appear: ✅ X users have been successfully updated.