How to bulk invite members via CSV import

The easiest way to invite a large group of people to join your team on Robin is to upload a csv file with a list of email addresses. 

What is a CSV file?

A CSV is a comma separated values file, which allows data to be saved in a table format. A CSV looks just like a spreadsheet, but is saved with a .csv extension

Sample format

Robin's import tool supports two columns, name & email (required). Headers are case sensitive, so be sure to check your capitalization before uploading. Your CSV should look something like this:

 

Save your spreadsheet with the .csv file extension.

 

How to upload a CSV to Robin

1
Log into the web dashboard with an administrator account. From Manage > People, click on Invite new members.
2
In the pop-up modal, select Upload .csv file. Choose the file you'd like to upload. 
3
The email addresses of your team will fill in automatically. Click Send Invitation to send an email invitation to join Robin. 

CSV Uploader

 

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