Understanding the Team Member Import Template

Team Member Import Template

Download the Team Member Import template from the Admin Portal in order to successfully complete your import.

• Save your completed import template using  "TeamMember_ " before your file name.
• Max Import Size 4MB.
• 500 max Team Members per import template.
• Save file as .CSV

• Add Employees- 1 employee per row.
• Email, First Name and Last Name are required fields.
• File will automatically validate once uploaded into the Portal.
• Use import to add new records only, import will not override existing records.
• Download Validation Results to view any Validation or Processing Errors prior to starting import.

• If any errors are found, update the Import Template and re-upload to the Portal.