Importing Users from Spreadsheet

You can add or update a department's people in bulk from a spreadsheet. Save the sheet as a CSV file, upload it, check what Manifestly is about to change, and confirm. New people are invited, existing people get the role and title in the file, and you can choose whether people missing from the file are left alone or removed from the department.

Prepare the file

The file must be a CSV with a header row and these columns, in this order:

For example:

email,name,role,title
frank.jones@example.com,Frank Jones,admin,Store Manager
sally.smith@example.com,Sally Smith,user,Assistant Manager
jane.adams@example.com,Jane Adams,member,Cashier
bill.monroe@example.com,Bill Monroe,limited,Seasonal Staff

The upload is refused, with a message saying why, if an email address is malformed, a role is not one of the four above, or the same address appears twice. Blank rows are ignored.

Run the import

1. Open Team, or go to app.manifest.ly/settings/users, then open the department's three-dot menu and choose Manage Users.
2. On the People tab, click Import from File.
3. Drop your CSV on the upload area, or click Choose File… and pick it.

Check and confirm

Manifestly reads the file and shows Users in File: each row with its email, name and title, a New/Edit column that says New user, New permissions or Existing user, and a Permissions dropdown preset from the file that you can still change here.

If the department has people who are not in the file, they are listed under Missing in File with a choice:

• Ignore missing users, the default, leaves them in the department.
• Delete missing users removes them from the department, which makes the file the complete list of who belongs there.

Click Confirm User Import to apply everything, or Cancel to change nothing. You are returned to the People tab, where the new and updated people appear with their roles and titles. New people receive the department's invitation email.

Video walkthrough

This video shows a department's people being imported from a spreadsheet.

Related articles

• Managing Users and Their Permissions
• Organize Users into Departments
• Add existing users to new department
• Creating a New Department