Bulk Import Members from a Spreadsheet

You have the ability to bulk-add members by uploading a spreadsheet. Spreadsheet files should be exported to CSV format from your spreadsheet software before upload.

Personnel & Training, Equipment Management and Incident Reporting

🔑 ACCESS LEVEL REQUIRED: Owner or Editor

💡 TIP: If you plan on importing data into custom fields, the custom fields must be created before doing the import. You also need to make sure that the name of the spreadsheet column you are importing data from is an exact match to the name of the custom field.

Go to the 👤 user menu in the top right
Click on Access Control
Click the Add Members button
Click Upload Spreadsheet
Download the Bulk-Upload Template
Fill in the Bulk-Upload Template
1. Make sure that all your rows align with our samples, to include the proper date format DD/MM/YYYY, and that phone numbers include the country code without any special characters, e.g. 19785553333
Once you've filled in the Bulk-Upload Template, go back to this screen
Upload your CSV file
You can review the data before importing
Once you are happy click Import All Members
Now that your members have been added you will need to grant them access

Incident Management

🔑 ACCESS LEVEL: Account Owner

ℹ️ NOTE:

CSV columns must correspond to a field on the Personnel Template
Ensure phone numbers are added in international format (e.g., +1 801 333 4455)
If using Alerting, additional fields are required (see below)

Before you start

To simplify the process, prepare your CSV file with the following key columns:

First Name
Last Name
Email
Phone Number (for alerting)
Alerting License set to Yes (required for users to receive alerts)
Groups used to organise users and assign them to alerts

💡 TIP: Adding Groups are not mandatory but recommended. Add them in a single cell, one group per line (not separated by commas or spaces). Without groups, you will need to select all users or add them individually when creating alerts

Access the Admin Area
Go to Personnel
Click on the ⋮ more options menu
Click Import
Select a file, it must be a CSV file
You will need to map the columns to their respective data fields
Select Import