In this case, you can simply create a CSV file with the new team member names, then upload the file to AccessAlly.
How To Upload Multiple Team Members With a CSV File
1. Prepare Your CSV File
Prepare your CSV file. You can do this in either of two ways:
- Export the CSV file from your CRM
- Create the CSV file manually using a spreadsheet app (Google Sheets, Microsoft Excel, Apple Numbers, etc.). For proper formatting, the fist row must be the header that includes the following columns: “First Name”, “Last Name”, and “Email”
Then, save the CSV file in a place that is easily accessible for Step 3 of this tutorial.
2. Locate the Team
Go to: AccessAlly > Teams > Manage
Here, you can search for the leader of the team by contact ID or email.
3. Import Your CSV File
Now, scroll down to the Batch Import section. Here, you can click on the Choose File button to search for and upload the file you created in step 1 of this tutorial.
Once the file is uploaded, you will see the names and emails of each user from the CSV file. Please review this carefully to make sure the information is correct.
4. Review Import Status
As each user is imported properly, the status will say Client added successfully, as in this screenshot:
NOTE: If the number of imports exceeds the number of available team spaces, you will see an error message:
In this case, simply increase the team size (tutorial here), then re-import your CSV file.
Once the import is completed successfully, the team leader will see each user listed on the management page.