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How do I import a list of members to my workspace?

A
Written by Andrew Fiedler
Updated over a year ago

  • Click 'Members' in the top navigation bar

  • Click the blue '+ Add' button > Click 'Upload CSV' > Click 'Select your file'

  • Follow the guided steps, align contact fields, and save!

    • NOTE: The CSV file should, at a minimum, have the following information: first name, last name, and email address (in three separate columns). If the Community Manager/Builder has access to additional information on the member (e.g. Company Name, Role, and LinkedIn account), it is advised to include in the CSV upload. The more information loaded prior to registration, the more time saved for the member. When they fill out the registration form, this information will be auto-populated. Members can still edit populated details if needed.

You should now see all new members within your members list.

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