When you're growing and scaling your team, it can be pretty tedious to add everyone one by one. With bulk importing, you can add your whole team at once with a CSV upload.
To bulk-add your team:
Click the People tab on the left-hand navigation bar and then click "Manage"
Click the dropdown on the "Add teammate" button on the top right-hand corner of the page
Select "Bulk import"
You'll see a pop-up, like the one below, that guides you through best practices before doing your bulk invite ✅
Make sure to use the bulk upload guide for support along the way!
When you're ready, click Get Started
Open the CSV template and save it as your own file in CSV format
Edit the Name, Email, Permission, Title, Roles, and Teams sections for your team members. 📝 Please note the following as you fill out the template:
You must keep the column titles/headers exactly the same as they are in our template (They are: Name, Email, Permission, Title, Roles, and Teams)
Name, Email, Permission, and Title cells must be filled in
Roles and Teams sections are optional and can be left blank
Ensure there is only one space between words in your upload (ex: if you are adding Han Solo to your team, ensure there is only one space between "Han" and "Solo") - a quick way to check this is by pressing [Command + f] on a Mac or [Control + f] on a PC to search for double spaces throughout your document
If you'd like to add a person to multiple Roles or Teams, use a [comma + space] in between listed Roles/Teams (as shown by example in the CSV template)
Ensure you have added the Roles and Teams to your account prior to listing them in your CSV
The Bulk User Upload popup will tell you how many invites you have remaining for your plan. Only invite the number of team members you have room for in your account. If you need, you can upgrade your plan to add more team members or archive old people to make room for new people.
👉 Learn more about troubleshooting bulk importing
When you're done editing your CSV, drag and drop it or click the "Or click here to select a file" link to upload your CSV from your computer
Click Import
After you click Import, you will get a message saying the import was successful or you will get a message saying "people could not be validated".
If the import was successful, you will get the message below. You can choose to Invite all right now, or Skip invites and send the invites later.
If the import was unsuccessful, you will get the error seen below. Click on the Annotated Results link to see exactly what needs to be corrected in your CSV.
Your CSV file will have errors highlighted in red, with recommendations to fix the issue when you hover over each cell. Correct the errors and save the CSV. Then, click Back to upload in Trainual
Once you upload your new file, you should get a message saying "x people have been successfully uploaded" 🎉. You can choose to Invite all right now, or Skip invites and send the invites later.
📝 Please Note: You can bulk invite Users with HRIS. Using this button will lead you to the Integrations page to connect your account.
Still need help? Reach out to our support team at support@trainual.com or help.trainual.com.
Or, check out more of our Trainual Help Resources
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