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CSV

Learn How to Upload Members Using a CSV

Updated over 9 months ago

Inviting Members by CSV

If your organization is already at a high number of members, let's say 250 people, uploading your members by CSV is a much more efficient way than one by one.

Using a CSV

Find your CSV that you'd like to upload

Note: A CSV (Comma-Separated Values) file is a plain text file that contains data separated by commas. For example, a CSV file might list the names and ages of students in a class like this: "John Doe,15; Jane Smith,16; Emily Johnson,15."

Align the Columns with IntrosAI Profile Data

Note: We are not changing anything here. We're just making the transfer by confirming the column names are accurate.

Preview the Profiles to Confirm

Click "Next"
This will take you to the invitation screen which you can learn about here.

Recap

We've learned how to upload our members with CSV by uploading our file, confirming that our data will transfer properly, and previewing what our members will look like.

Next Steps

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