Help center › For organizations › People › Bulk upload a list

Bulk upload a list

Upload any CSV, match your columns to Kannect's fields, and confirm. Your spreadsheet does not have to match ours.

Applies toDashboard

Community → People → Add People → Bulk upload is how an existing list becomes a Kannect community. There are three numbered steps across the top: Upload a list, Map your columns, Confirm & add.

Kannect's own promise on step one is the reassuring part: "Upload any CSV. In the next step you'll match its columns to Kannect fields, nothing has to be in a particular order, and you can create new fields for columns we don't have yet."

Steps

  1. Open Community → People, choose Add People, then Bulk upload.
  2. Optionally choose Download Template to start from Kannect's own column headings.
  3. Drag your CSV onto the drop area, or browse to choose the file.
  4. Match each of your columns to a Kannect field. Anything Kannect does not have a home for can become a new field.
  5. Confirm, and the people are added.

What your file needs

Kannect's tips, in full:

  • Only .csv files are supported.
  • A column for email, first name and last name is required.
  • Date of birth maps best when formatted as YYYY-MM-DD.
  • Country ISO should be a two-letter code like US or CA.
  • To assign a group, program or membership, put its exact name in the matching column. It must already exist for your organization.
  • Discount columns accept a percentage like 20% or a dollar amount like $15. Leave blank for no discount.
  • Give every column a unique header.