How to: Import Members
This guide shows Administrators how to import new members in bulk to their Hellotracks Business account.
Step 1: Go to Members from the Manage section of the main menu.
Step 2: Click Import members.
Step 3: Import the information with a file upload or copy/paste the data directly into the provided spreadsheet. Make sure to add the headers: Name, Email, Phone, and Role.
The Email will be the member’s username and will receive 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.
Step 4: Click Start Importing.