This feature allows users to invite contacts from their HR application to their Organization, Lab or Challenge.

Here are the HR applications from where you can import contacts.

IMPORT CONTACTS TO YOUR ORGANIZATION

Step 1 -Click on Manage tab and then Manage Organization

Step 2 - Click on Manage Members green button

Step 3 - Click on Add Member green button

Step 4 - Select From HR Integrations and click on Send green button

What appears after you press Send green button

Step 5 - Click on the HR application (e.g. Salesforce) from where you want to export contacts

Step 6 - Select the users to export from the Contact Page

Note:

You have the option of selecting specific contacts by checking the box next to their name or selecting all your contacts in the HR application by clicking on Select All.

If you would like to designate a role to each contact, click on the User button

If you would like to assign the same role to all the selected contacts, click on the box next to Invite all selected users as and select the User role.

Please also note the number of contacts you can export is limited by the User Limit of your plan.

Step 7 - Compose the message that you want to send to the contacts then press Import Contacts green button

Step 8 - Receive confirmation that contacts were imported

IMPORT CONTACTS TO YOUR LAB

Step 1 - Click on Manage tab then Manage Lab

Step 2 - Click on the green Manage button for the Lab then click on Manage Members

Step 3 - Click on the Add User green button

Step 4 - Click on circle in front of From HR Integrations then click on Send green button

Step 5 - Click on the HR application

Step 6 - Follow steps 7-8 from Import Contacts To Your Organization

IMPORT CONTACTS TO YOUR CHALLENGE

Step 1 - Click on Manage tab then Manage Challenges

Step 2 - Click on the Manage green button for the Challenge where you want to invite contacts

Step 3 - Click on Manage User

Step 4 - Follow steps 3-6 from Import Contacts To Your Lab