This article will help you understand how to upload the names and emails for all your team members at once using a CSV file.
Note: You can add up to 50 members at once
Where can you upload a CSV?
There are two moments at which you can add a CSV file as you create a team
While creating a new team
As you are creating your team for the first time, you will see the "Create and add members" button.
Clicking this button will give you the option to "import via CSV".
After creating a new team
You can also upload your team members on your home page.
In the "select a team" dropdown, select the appropriate team
On the top right corner, click the "Manage Team" button
Click the "Import via CSV" button
How to upload a CSV file
A CSV file upload requires two columns of data: Team members' full names and email addresses. You can create the columns in a spreadsheet then save as a CSV file.
Once you have your file ready, click the "Select CSV file" button.
You'll be prompted to select how your CSV file is configured i.e. whether you have included a row with headers or not. Select either "my file has headers for the first row" or "no headers" and click "upload".
You'll then be prompted to match the columns with the relevant data field. "CSV column" relates to the column in the CSV file you uploaded. "Field" relates to the field which Valence needs i.e. the name and email address. Simply select the "field" which matches the "CSV column" and click "import".
The next step will flag any errors in your uploaded CSV file and allow you to edit them by clicking the pencil icon. Once you're done editing, or if there are no errors, you will see a complete list of all your team members and should click "add to the team".
When the team member import is completed, your team members have been added, you will see a confirmation message with the number of people imported and to which team.
Possible errors
You may see an error if
Your file is not configured properly while uploading (is not in CSV format)
Your internet connection is poor
You have more than 30 team members in the file
Your columns have been formatted incorrectly
If you have trouble with the upload, please reach out to us via the chat button in the right corner, or email us at hi@valence.co.