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Bulk member import (CSV)

Learn how to use the bulk import tool to quickly add a team of 10 or more members at once via CSV, preventing manual entry errors during onboarding.

[VIDEO COMING SOON]

👥 How Bulk Import Works

If you are onboarding a team of 10+ at once, for example, after a migration from another tool, bulk import saves significant time over adding members one at a time.

  1. Navigate to Settings -> Team -> Add Member -> Import CSV.
  2. Click Download template to get a CSV file pre-configured with the correct column headers.
  3. Open the file and fill in one row per team member with the following details:
    • Email address (required)
    • First name (required)
    • Last name (required)
    • Role (Admin / Editor / Contributor / Reader)
    • Department (optional)
  4. Save your updated CSV file.
  5. Click Upload CSV inside systemHUB and choose your file.
  6. Review the on-screen preview, making sure to fix any errors flagged by the system.
  7. Click Confirm.

Welcome emails will automatically go out to every successfully imported team member.

🛠️ Troubleshooting common CSV Errors

If your import encounters an issue, look out for these common errors:

  • Duplicate email: The member already exists in your workspace. You must either skip that row or update the existing member profile manually.
  • Invalid role: The Role column must match the system terms exactly: Admin, Editor, Contributor, or Reader.
  • Missing required field: Every single row must contain a valid email, first name, and last name to be processed.

🚀 Next Steps After Import

Once your import is complete, finish setting up your team with these final checks:

  1. Head to Settings -> Team to confirm everyone arrived correctly.
  2. Review who landed in which role to ensure correct access levels.
  3. Begin assigning relevant systems and documentation to your new users.

💡 Pro Tip: For accounts of 50+ users, run your import in smaller batches of 25 to make troubleshooting much easier if any data errors pop up.

🎉 You're All Set!

You have successfully mass-boarded your team into systemHUB. Everyone will receive their welcome invitations automatically, allowing them to jump straight in and access your company's operational knowledge base.