Bulk Import
Setting up a whole team at once? Bulk import lets you add everyone from a spreadsheet instead of typing them in one by one.
When to use it
Bulk import is the fast lane for onboarding. If you’re starting a new team with twenty, fifty, or two hundred people, you don’t want to add them one at a time. Put them all in a spreadsheet and bring them in together.
The steps
Download the template and fill it in
.xlsx or Numbers file.)Upload it
Confirm
Bulk Import FAQ
What format does the file need to be?
An Excel spreadsheet (.xlsx) or an Apple Numbers file. The import screen shows you the exact columns it expects — first name, last name, email, and role. (A plain CSV won’t work — save it as Excel first.)
What if someone’s already on the team?
The import is smart about duplicates — it won’t add the same person twice. People already on the team are skipped.
Can I undo an import?
There’s no one-click undo, so check your file before importing. If a few rows come in wrong, you can fix or remove those people in the Members area afterward.