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Add New Team Members to Mercu
Add New Team Members to Mercu
Jascha avatar
Written by Jascha
Updated over a week ago

Team members refer to end-users who will receive the communications that you craft and send.

In Mercu, there are 3 main ways to add team members into the platform:

  1. Manually - By Individual

  2. Manually - Via Bulk Upload

  3. Via API Integrations

Manually - By Individual

To upload a team member by individual into the Mercu platform follow the steps below:

  1. Head into the 'People' screen via the side bar

  2. Click on "Invite Team Members" on the top-right hand side of the screen

  3. Navigate to the "Individual Tab"

  4. Input the following data into each row:

    1. First Name

    2. Last Name

    3. Phone Number

    4. Location

  5. Hit "Invite Team Members" to confirm the data.

You can then navigate to each individual's profile via the 'People' screen to add extra details such as attributes, roles or assign more locations.

Manually - Via Bulk Upload

If you have a long list of team members who you would like to add to the platform, our bulk upload function will best suit your use-case.

To update team members' profile attributes via bulk upload, you will need to prepare a sheet with the data you wish to populate. A template of a sheet can be found here.

NOTE: You can leave any columns blank apart from first and last name, phone number, and location ID if they do not apply to you.

A location ID must be specified for each team member.

Hint: To find the Location ID, head to the 'Account' page via the sidebar and click on the Locations tab to view the Location ID of each location.

If you do not have any custom attributes you wish to add, you can remove those fields from the template.

Once the spreadsheet is prepared:

To add team members to a group in bulk:

  1. Head into the 'People' screen via the side bar

  2. Click on "Invite Team Members" on the top-right-hand side of the screen

  3. Navigate to the "Bulk Upload" tab

  4. Upload your pre-prepared CSV or paste your table data.

    1. If you pasted table data, choose 'Tab' as the delimiter

  5. In the template fields section, map the First Name, Last Name, Phone Number, Location ID, and any other relevant template fields to the respective columns in your file.

  6. Verify your data and click "Submit"

Via API Integration

Mercu integrates with several third-party HRIS and ATS software to help you centralise your source of truth.

If you'd like to explore implementing an integration via API, check our API guide or chat with our team to learn more.

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