No need to manually add members to the system. Recrewteer gives you the ability to easily import your list containing all the personal information of your members.
How can I import my list?
- Go to the Members module.
- Click on Import Members or the equivalent option.
- Select your .csv file containing the members' information. (The columns in your file must correspond to your custom fields).
- Click on the Import List button.
- Confirm the import.
Your list will be automatically integrated into the system.
Note: The import will either add information for members already present in the system or create new profiles.
How to properly configure your .csv file?
Every import requires a clean and organized file. Here are the formats to follow in order to use this functionality:
- File format: .csv (maximum size: 70 KB)
- First name, last name, email: Required
- Phone number: +33
- Dates: Format yyyy-MM-dd
- Gender: Male or Female
- Checkbox: True or False
- T-shirt size: S, M, L (uppercase)
- Multiple values: Separate them by commas
Note: If there is an error in the file or a wrong format in a cell, an error message will be provided. We will indicate the line and the type of error detected.
Can I assign the same value to all imported members?
- Create the custom field you want to assign to all members in the list.
- Check the Assign a value to a field box, then select the field to be assigned.
- Select the value to be assigned to the field.
- Click the Import button.
Each member in the imported list will have this value in their profile.
Note: This field can be either public or private.