This guide is intended for Essentials & Business plan customers.
The fastest way to get your team into Robin is to import a spreadsheet of email addresses. Each person will receive an invitation from Robin to set up their account.
Prepare your file
Download the .csv template at the bottom of this page or go to Manage > People > click Add people > choose Import from CSV > click Download the CSV template. Robin reads up to five 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 it’s worth adding them if you have them.
Headers are case sensitive, so match them exactly. You can download Robin's template to be sure.
Import it
- Go to Manage, then People, click Add people and choose Import from CSV.
- Click Download the CSV template, add your people and save it.
- Drag in your .csv file and click Next. You can add up to 500 people at a time.
- Check that the names and emails came through correctly.
- Click Add people. Robin sends each person an invitation and emails you when the import finishes.
Inviting in waves
Want to set things up before anyone gets an email? Uncheck "Send Robin invitations via email" during import. Your people are added but won’t receive invites until you are ready. To send them email invites later, re-import the same file with invitations turned on, or click Resend next to any name under the Manage > People tab.
Ready to proceed
Once your team is imported and invitations are sent, the only thing left is showing everyone how to book.