Steps to successfully uploading new members using the CSV upload feature
Admins can bulk add new members by uploading a CSV list. Below we cover the steps for upload and what columns to include in the CSV file.
Jump To
Uploading a CSV to the Members Tab / Pending Tab
Uploading a CSV to the Card-Only Tab
Members / Pending Tab
Both of these tabs require an email address to be added for each new user.
CSV File
The CSV file is made up of
- Email column
- First name column (optional)
- Last name column (optional)
Email Column
The email column must be titled as 'email' for the column and its contents to be recognised. This is a mandatory column. Uploading the email address of the member is essential so that an email invite to join SaferMe is sent.
First/Last Name Column
The first and last name columns are not mandatory for the CSV file to upload.
The benefit of having the first and last names pre populated means that when the new members complete sign up, their names are automatically populated for them.
Download this CSV heading format here
Card-Only Tab
Card-Only members don't require email addresses. They are not sent invitations to join SaferMe.
A name or even a unique ID is all that is needed to add a new card-only member.
CSV File
The "first_name" column is the only field that is required. The other columns are not mandatory.
Card-OnlyTab Column Headings
- First name column (required)
- Last name column (optional)
- Company (optional) - the company the member is associated with
- Preferred contact (optional) - which contact details the member can be reached on
- Visiting (optional) - the person the member is visiting
Download this CSV heading format here
Example of how the details display once uploaded
Need help uploading a CSV file ? Please get in touch with us at support@safer.me