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Importing Members in Bulk

Bring in many members at once.

Bulk import is the fastest way to onboard a cohort at the start of a program.

  1. Open Home and select the Members tab.
  2. Select Import to open Bulk Import Users.
  3. Select CLICK TO DOWNLOAD to get the template .csv file.
  4. Fill in one member per row. Every column must have data.
  5. Drag and drop the finished file into the drop zone. CSV and XLS files up to 6MB are accepted.
  6. Select Save.

Roles you can set in the file

The import dialog accepts these roles: Sponsor, Founder, Mentor, Investor, Portal Manager, Portal Owner, and Super Admin.

Please note: You can only assign one role per member during a bulk upload. Add any further roles afterwards from the Members table.

Please note: The role names in the import dialog do not match the ones in the Add Member dialog — the file expects Mentor where the individual form says Advisor, and offers Sponsor where the form does not. Use the names listed in the import dialog when filling in the spreadsheet, then check what the members landed with once the upload finishes.