Importing CSV Files

Owned by Alex Do (Unlicensed)
Aug 17, 2023
1 min read

Importing CSV at the moment is limited to importing user data when editing company.

To import CSV:

  1. Turn on the Admin mode

  2. Go to the Company menu

  3. Go to the Team section

  4. Click on Add Multiple Members

  5. Read the instruction and download the attached CSV template

  6. Add the required data to the CSV file following the format

  7. Upload the CSV file

  8. If you need to upload more than one file, click Upload next, otherwise click Done