How do I import participants?

Uploading participants via CSV is a simple bulk action. When complete, you can assign participants to groups with licenses or align participant groups with a specific collection.

Step 1

Navigate to the People tab, and select the Import participants button

Import Participants

Step 2

Select Download sample.csv file, and fill in the names and emails of the participants you’d like to import and group.

Download the sample.csv file

Pro tip - If you’re importing a specific group of leaders that are already grouped by attribute or leader level in an external system, import those lists individually to make group assignment easy.

Step 3

Save the file as a .csv on your computer, and upload to AdminStudio.

You can review the participants before finalizing the import.

Import participants via .csv file

Step 4

Success!

With your participants successfully imported into AdminStudio, you can immediately add them to a group, then invite them to your collection(s).

Import Successful

What if there are errors?

View the status column when reviewing your import. If there are errors, these will be displayed alongside the user. Upon correcting the error, reimport the file and review.