You can add your whole team at once from one spreadsheet, for example an export from your HR system. The import creates accounts and ready cards, and sends no emails.
#How to import members
- At dash.swopi.co, open Team and choose Users.
- Click Add user and choose Import from CSV.
- If you want, get a sample file with Download template.
- Upload your .csv file. Columns can be split by commas or semicolons.
- In the Mapping step, match the columns in your file to the fields and check what will be created.
- Click Create and wait until the import is done.
Only an administrator can run the import.
#What the file should look like
Only email is required. You can also add name, phone, job title, company and permission.
- If the name is missing, Swopi builds it from the email address.
- In the permission column we understand words like "admin" or "manager". Everyone else is created with the User role.
- You can upload up to 200 rows at once. Split a larger file into parts.
- People who are already on the team, or who belong to another organization, are skipped. After the import you see who was skipped.
- Rows without a valid email are skipped.
#How people sign in
People have a ready card right after the import. They sign in with Google or Microsoft using the same email, or set a password with "forgot password". If you want people to create their own account, send them an invitation instead.
#Importing contacts
You import leads in a different place, in Contacts: click Add leads and choose Import from CSV / Excel. The column you map to Full name is required. You can add an event tag to all imported leads, for example the name of a trade fair. Read more in Managing contacts.