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Download the official Bulk Upload template and learn which fields are required, their expected formats, and best practices.

Bulk Upload Template and Overview of Required Fields

This guide walks through how to use Bulk Upload, including useful tips and FAQs around process and best practices.

Bulk Upload User Guide

Dima Kovalev

Bulk Upload

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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