How to Import Members
This guide shows administrators how to import new members in bulk to their Hellotracks Business account from a CSV or Excel file.
Step 1: Go to Manage from the main menu, then select Members.
Step 2: Click Invite people and select Import a file (CSV or Excel, up to 200 people).
Step 3: Drop your file into the window or click Browse files. You can also paste or type the data directly into the table. Make sure to use the headers Name, Email, Phone and Role. Phone and Role are optional, and the role is Worker unless you set Operator or Administrator. The email becomes the member's username and receives the invitation to set up the account.
Note: You can also set a login password for each imported member by clicking Add field and selecting Password. Click Info about templates to see the expected headers.
Step 4: Click Start importing.
Note: If you use an identity provider, you can provision and deactivate members automatically instead of importing them. See How to Manage User Lifecycle with Okta (SCIM) or How to Manage User Lifecycle with Microsoft Entra (SCIM).