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:
  • Invite Users
  • Manually Add Users

Instructions

1. Navigate to Groups
   
   
2. Select a group
   
3. Select Group Members on the left-hand side
   
4. Click Add Members
   
5. Select Upload CSV
   
6. Select Browse to locate an existing file from your computer
   
7. Click Upload to upload the file to the system
   
8. Select Welcome info to view and edit the Welcome Message
   
9. (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
     
10. 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
11. Click Submit to confirm the file and send the email
    
12. Select Group Members
    
13. View members