Skip to main content
Importing is the practical way to onboard more than a handful of people. It creates members, assigns them to departments and templates, and sends every invitation in one pass.

​
Before you import

1

Create your departments first

The import assigns people to departments by name. A department that doesn’t exist yet can’t be assigned, and fixing it afterwards means editing every affected member by hand.
2

Publish your template first

Same reasoning. Members imported without a template build their own profiles, and pulling them back onto a template later is more work than getting it right first.
3

Check the email addresses

They’re the login, the invitation destination, and the key for CRM owner assignment. Verify them against your CRM’s user list before importing, not after.

​
Running the import

Members → Import. Upload your file, map your columns to Tap’s fields, and start the import.
Import five people first as a test. Confirm they land in the right department with the right template and that the invitation email looks right, then import the rest. A bad 200-person import is a slow thing to undo.

​
Reading the import status screen

Imports run in the background — a large file keeps processing after you navigate away. The status screen shows each row’s outcome.
Re-importing a file is safe. Rows whose email already exists are skipped rather than duplicated, so fixing a few failed rows and re-uploading the whole file won’t create second copies of everyone else.

​
Common failures

A typo, a missing domain, or a stray space. Spreadsheets are good at hiding trailing spaces — trim the column before exporting.
The department name in the file must match an existing department exactly, including spelling and case. Create the department, then re-import the failed rows.
Two rows with the same address. The first is imported and the second skipped — which is usually correct, but check you didn’t mean to add two different people.
Export as CSV or XLSX. A CSV saved with an unusual delimiter or encoding can import as a single mangled column — if the mapping step shows one column where there should be six, that’s the cause.

​
After the import

Members are invited automatically. Track who has accepted from the member list — anyone still showing as invited after a few days needs a nudge or a re-sent invitation.