Staff Onboarding - Bulk Import/Update

To import or update a group of staff accounts, you can use the BULK STAFF IMPORT/UPDATE feature.

Go to REPORTS > STAFF
Click on BULK STAFF IMPORT/UPDATE button on the top right side of page
Download the CSV spreadsheet format file, Click here to download Sample CSV
NOTE: Use the exact format in the sample. The header row has a very specific format. See definitions and details in chart below.

Example:
Use the PROGRAM LIST KEY to identify the program number to associate the staff with programs you want to connect them to.
IMPORTANT: This is for communication related to each program and allowing the staff member to be visible to program members.
Attach CSV file and click IMPORT STAFF USERS button

If new account holder they will receive this email:

That's it!

Column Name	Description
Email	This is the ACCOUNT HOLDER email address. If they are new to the system, it will send them an one-time login email to setup their account. If they are an existing user, the import will IGNORE the First Name, Last Name, and Phone fields and will ONLY USE the Programs and Notify Existing User fields.
First Name	This will only add the FIRST NAME to the account holder for NEW USERS
Last Name	This will only add the LAST NAME to the account holder for NEW USERS
Phone	This will only add the PHONE to the account holder for NEW USERS
Programs	For Programs, use the the number associated with program in the PROGRAM LIST KEY. If the user belongs to multiple Programs, separate them with a pipe ( \| ). When UPDATING STAFF, this will only add new programs and will not remove them from programs they already exist on.
Notify Existing User	Enter "yes" if you want to notify the ACCOUNT HOLDER via email, that they've been added as a staff member to your system.