1. In the ‘Accounts’ section, click on ‘Team’ to view and manage your team.
2. Click on ‘Upload Team’ and then the ‘Template Download’ button to download the template to upload your team easily in one go!
3. Check the ‘How to’ notes if the file fails to load, the format should be CSV and all required fields completed. To help ensure a successful import, review the formatting guidelines below:
-List each Team Member on their own row. Each row in your CSV file must describe a single Team member, such as first name, last name, email address etc. For a simple example, refer to the template on the Upload Team page. In the template, the first row is the header and the next two lines describe how to populate the fields.
-Include a column header row. The site treats the first row in an imported CSV file as a column header row, the standard column headers are defined in the template on the Upload Team page.
-Check the file format and encoding. Make sure that you save your file in CSV format. Our site doesn’t import other formats, such as Microsoft Excel (XLS). If you edit the CSV file in Excel, we recommend saving the file with Unicode Text encoding (Save As > Save as type > Unicode Text).