Use the Team Member Import Specifications to assist with filling out the Import Template.
Make sure to select Team Member from the drop down to view the appropriate Import Specifications.
Field | Data Type | Required | Description | Valid Values |
Email Address | Text | Yes | Team Member's email address. Work email is recommended. | Text up to 100 characters. |
First Name | Text | Yes | Team Member's first name. | Text up to 35 characters. Cannot contain html characters. |
Last Name | Text | Yes | Team Member's last name. | Text up to 100 characters. Cannot contain html characters. |
Username | Text | No | Team Member's username. Username must be unique. If blank, email will be used. | Text up to 254 characters. Cannot contain html characters. |
SSO Identifier | Text | No | Used to identify a user if using SAML SSO. | Text up to 100 characters. Cannot contain html characters. |
Source System Identifier | Text | No | Unique client provided ID Number. | Text up to 100 characters. Cannot contain html characters. |
Access Level | Text | No | Team Member's assigned access level. | Text up to 30 characters |
Brand | Text | No | Team Member's assigned brand. If blank, Primary brand will be used. | Text up to 32 characters |
Access to All Locations | Text | No | Determines whether Team Member has access to all locations. | Must be either "Yes", "No" or blank. |
Locations | Text | No | Team Member's assigned locations. | A semicolon (;) delimited list of locations. |
Location Groups | Text | No | Team Member's assigned location groups. | A semicolon (;) delimited list of location groups. |
Send First Time Login Link | Text | No | Determines whether welcome email is sent upon first login. | Must be either "Yes", "No" or blank. |
Include all of the required fields in your import template.
If using Unicode Characters save your file as CSV-UTF-8.
Be sure to use a (;) semicolon to separate location or location groups if importing multiple assignments for any Team Members.
Import a maximum of 500 Team Members per import.
Do not use import to edit existing Team Members, import will add new Team Members only.
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