The Bulk User Import feature allows you to upload multiple users to your workspace at once using a CSV file. This streamlines onboarding and ensures teams can be added quickly without manual entry.
CSV Format Requirements
To successfully upload users, your CSV file must follow the required format. The required columns are Email, Access Level, and Product Focus.
Supported Values
Access Levels:Member, Viewer, Admin
Product Focus:Sales, Marketing, Both
Example CSV Format
How to Import Users
Follow the steps below to bulk upload users:
Navigate to Workspace Settings
Go to Team
Select Import CSV
Upload your CSV file
Once uploaded, the system will process the file and add users accordingly.
Notes
Existing users will be automatically detected and handled during import
