Overview
This article will show you how to upload a CSV file to add users to your group. This option works best for mass uploads.
Important Note
- We recommend that you upload a CSV file, since this will give you the opportunity to make sure all you add all of your user's information at one time.
- If you upload phone numbers do not use dashes (-) or any other character, only numbers
- There are two other ways to add/invite users to your groups:
Instructions
- Navigate to Groups
- Select a group
- Select Group Members on the left-hand side
- Click Add Members
- Select Upload CSV
- Select Browse to locate an existing file from your computer
- Click Upload to upload the file to the system
- Select Welcome info to view and edit the Welcome Message
- (Optional) Edit the Name, Email, Subject, and Body Content of the Welcome Email
- Select Save this as the default email template for adding members to this group to save your new version of the welcome message as the new default template
- Select Save this as the default email template for adding members to this group to save your new version of the welcome message as the new default template
- Use the drop-down menu to identify headers of your .CSV file
- .csv Formatting
- Note: A maximum of 4000 users can be added per file upload on the web, unless you have an SFTP account.
- Column headers are not recommended for your .csv. It will try to create a User with the Header information and give you an error. Please use the following format for the data in your columns:
- FirstName
- LastName
- Email; Email2; Email3
- UserName
- Phone|Carrier|Type; Phone2||Type; Phone3
- GroupID; GroupID2; GroupID3
- DatabaseID
- .csv Formatting
- Click Submit to confirm the file and send the email
- Select Group Members
- View members
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