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. Watch the tutorial or follow the steps outlined below.

Sample format

Robin's import tool supports five columns, name, email (required), department, title and manager (email). Headers are case-sensitive, so be sure to check your capitalization before uploading. You can use the downloadable CSV template to ensure your headers have the correct formatting. Your CSV should look something like this:

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Note: Only email is required. Department and manager information is used for analytics and helping users plan their visits to the office.

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 Add people and select Import from CSV.  

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2
In the modal, drag and drop a .csv file. You can also download a CSV template for formatting purposes. Admins can add up to 500 users at a time, plan permitting. Click Next. 
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3

The email addresses and information for your team will fill in automatically. Verify that the names, emails, and corresponding information is accurate.

If your team will be logging in via a username & password method only, select Add People. This automatically sends an email with a link to set up a Robin user account.
If you prefer users to log in via single sign-on, but need to configure user groups before your launch, unselect Send Robin invitations via email. This will add folks to Robin, but it will not send the automated email invitation. 

2023-03-23_16-00-14.pngAfter you’ve selected, "Add People," you’ll receive an email notification when the upload is complete.

If I deselected the "Send Robin invitations via email invitation" option, is there a way to send invitations later down the road?

Yes, you can either reupload the same CSV and then select the Send invitations option this time or you can manually send an invite to individual people using the "Resend" link next to each person's name under the Manage > People tab.

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