Invite your team to Robin by importing a spreadsheet of email addresses. This is the fastest way. Robin sends each person an invitation to set up their account.
This guide is for Essentials & Business plan customers.
Prepare your file
To get the .csv template, go to Manage > Users, select Add users, choose Import from CSV and select Download the CSV template.
Robin reads up to 5 columns: name, email, department, title and manager email. Only email is required. The other columns feed analytics and help people plan their office days, so add them if you have them.
Headers are case sensitive, so match them exactly. To be sure, download Robin's template.
Import it
- Go to Manage > Users, select Add users and choose Import from CSV.
- Select Download the CSV template, add your people and save the file.
- Drag in your .csv file and select Next. You can add up to 500 people at a time.
- Check that the names and emails are correct.
- Select Add people. Robin sends each person an invitation and emails you when the import finishes.
Invite in waves
To set things up before anyone gets an email, clear "Send Robin invitations via email" during import. Robin adds your people but does not send invites until you are ready.
To send the email invites later, import the same file again with invitations turned on. You can also select Send invites on the Manage > Users page.
Ready to proceed
After you import your team and send the invitations, the last step is to show everyone how to book.