To streamline the onboarding process and reduce manual data entry, the system allows for a bulk Import Associates feature. This tool is designed to save time by allowing you to upload multiple profiles simultaneously using a standardized template.
Step-by-Step Instructions
1. Navigate to the Organizational Level
Log in to your administrative dashboard. Ensure you are operating at the Organizational Level to ensure the associates are synced across the correct departments.
2. Access the Associates Tab
Locate and click on the Associates tab in the primary navigation menu. This will bring up your current list of active members or employees.
3. Select "Import Associates"
In the top left corner (or under the "Organization" name), click the button labeled "Import Associates." Choosing this method is significantly faster than adding individuals one by one.
4. Download and Prepare the Template
Before uploading your data, you must ensure it is formatted correctly:
Click on "Download Template" (CSV or Excel format).
Fill in the required fields: Full Name, Role, Invitation Email, Organization Email, etc.
Note: Do not change the column headers, as this will cause the import to fail.
5. Upload and Submit
Once your file is ready:
Click the "Drag and drop" button to submit your file into the designated area.
Review the preview and add or modify anything as needed.
Click "Import data" to finalize the process.
