1. Upload People
Select the (...) icon and select the Upload Spreadsheet button.
2. Upload CSV file
In order to upload your people into the database, you are required to populate a CSV file with your people's data.
Simply drag and drop to upload that file.
3. Assign attributes…
At this stage are required to map across the column headers in your spreadsheet to the backend fields of our database.
4. Selecting your Attribute
Choose the attribute from the drop-down which best suits your column header.
The 3 mandatory attributes are;
➡ First name
➡ Last name
➡ Email Address
The remaining attributes will appear on the dashboards.
Please note if you do not assign any attributes to the column headers the data will not be visible on the dashboards.
5. Ready to Assign!
Once you have assigned your attributes select the 'Assign' button to import your people.
6. Important Notification
You will receive a notification to let you know if the import is successful.
