Admins can add Connections and/or Members to their organization manually, or by importing a CSV file. In order for someone to become a Member, they must first be added as a Connection.
To import multiple users using a CSV, select IMPORT CONNECTIONS from the Connections menu. Select IMPORT FILE and then drop the file, or click into the white box below.
The CSV file should formatted as shown below, with headers for each column.
First name, last name and email are the only required fields for a CSV file. The remaining headers are optional. You must have headers in the CSV file or it cannot be imported.
Connection attributes can have one of the following types: String, Integer, Boolean, Date. In order to be imported, a connection must have a valid email. Email is the unique identifier for a connection.
Date type values must have one of the following formats:
yyyy-mm-dd or yyyy-mm-ddThh:mm:ssZ.
Example: December 1st, 2018 needs to be formatted 2018-12-01.
Boolean type values must be one the following: TRUE or FALSE.
After importing the file, map the fields with the appropriate attributes using the drop down menu. Depending on how you have labeled your headers, we will provide a suggested match.
Click the Ignore box for any fields you do not want to include.
Adding Custom Data
Custom data attributes can be added by simply including an additional column in your CSV with a header.
In the below screenshot the data in column D (CRD) is a custom data attribute.
After uploading a CSV that includes custom data, type in the name of the field and select the correct Type from the drop down menu.
Updating Connections Pro Tip: Once imported, a connection can be modified only through another import, using email attribute as identifier and the attributes you want to modify.
To make someone a Member, they must first be added as a Connection. After the user has claimed their account, search the user's name or email from the Connections page and select Make Associate from the menu to the right of the user's name.