How to import a CSV to a Team

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Transcript

00:08

If you have a set of new users that you want

00:10

to add to the platform and then assign to a team,

00:13

you can do so by first adding them as contacts

00:16

and then adding them to a team individually.

00:19

However,

00:20

there's a shortcut that can be used by way

00:22

of the Import CSV button in the teams column.

00:27

To get started,

00:28

you'll first want to create the team that you'll want to add all of these new users to.

00:32

Click on New Team.

00:35

Give it a name,

00:39

a default permission,

00:42

and a color, then click Create.

00:46

Now, ensuring that you have that team selected,

00:49

click the Import CSV button, which will bring up the import dialogue.

00:54

Your next step is to import a file that's in CSV format and has three columns:

00:60

first name,

01:01

last name,

01:02

and email.

01:04

You can either drag that file into the dialog box

01:07

or click the up arrow to browse for it.

01:12

Once you do,

01:13

you'll see the dialogue box change informing you of the changes you're about to make,

01:17

as well as displaying one sample record.

01:21

Once you've confirmed this info is correct,

01:23

click the Import button to have them added.

01:32

The list of users will now be added to your production,

01:35

and importantly, they'll also be added to the team that you had selected

01:39

when importing.

01:41

You can also import a CSV to add users to an existing team.

01:46

When you do, if that team has already been assigned to any folders,

01:50

the users that you're importing to it will be granted that same access,

01:54

so it's important to double check that you're

01:56

importing the correct users to the correct team.

Video transcript

00:08

If you have a set of new users that you want

00:10

to add to the platform and then assign to a team,

00:13

you can do so by first adding them as contacts

00:16

and then adding them to a team individually.

00:19

However,

00:20

there's a shortcut that can be used by way

00:22

of the Import CSV button in the teams column.

00:27

To get started,

00:28

you'll first want to create the team that you'll want to add all of these new users to.

00:32

Click on New Team.

00:35

Give it a name,

00:39

a default permission,

00:42

and a color, then click Create.

00:46

Now, ensuring that you have that team selected,

00:49

click the Import CSV button, which will bring up the import dialogue.

00:54

Your next step is to import a file that's in CSV format and has three columns:

00:60

first name,

01:01

last name,

01:02

and email.

01:04

You can either drag that file into the dialog box

01:07

or click the up arrow to browse for it.

01:12

Once you do,

01:13

you'll see the dialogue box change informing you of the changes you're about to make,

01:17

as well as displaying one sample record.

01:21

Once you've confirmed this info is correct,

01:23

click the Import button to have them added.

01:32

The list of users will now be added to your production,

01:35

and importantly, they'll also be added to the team that you had selected

01:39

when importing.

01:41

You can also import a CSV to add users to an existing team.

01:46

When you do, if that team has already been assigned to any folders,

01:50

the users that you're importing to it will be granted that same access,

01:54

so it's important to double check that you're

01:56

importing the correct users to the correct team.

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How to import a CSV to a Team

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