Importing Members at an Organization Level

Created by Emilie Macke, Modified on Mon, 08 Jan 2024 at 12:34 PM by Micah Pritchard

ServiceReef gives you the ability to Import Members by uploading an Excel file. This is helpful to get users set up with an Incomplete Profile. Additionally, you have the option to send them an email welcoming them and asking them to claim their profile that you have created for them and complete their profile.

*Before you get started please read these helpful tips.

Data is only extracted from the first sheet (tab)

You'll need to review all of your data and map it to appear in the same fields as the example (see below for additional information)

  • If your document has errors, you will be alerted and given the opportunity to make corrections and upload a new file.
  • If an existing member is found with the same name and email, this user will be skipped.
  • If the import succeeds, it will be added to the database and cannot be undone.

To get started: 

  • First, go to Utilities on under your Organization Settings. 
  • Select Import Members.  
  • Next, select Download Sample Excel File.  
  • Ensure that your file is formatted the same way.

After you have formatted your file, select Choose File to upload your file. 

You have the option to:

Invite new users to create an account (this will send them an invitation email to claim their account and set their password as a part of this import process) *This is recommended*

Select whether or not your file that you are uploading has a header row or not. Leave this checked if the file does contain a header row. If it does not, unselect this option.

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