Users: Bulk Import

If you've got a large volume of new members to invite to your community, it my be quicker to upload a large list of members' email addresses to IdeaScale. Email invites to your community will then be automatically sent to your members.

To bulk import new members:

Login >> IdeaScale >> My IdeaScale (Select IdeaScale Portal) >> Members >> Members (Left Nav) >> Bulk Import Members

Can we upload custom fields associated with the user Profile?

Yes, you can upload custom fields using an Excel file when you bulk upload members.

Follow this example:
Country - (Plain Text)
Gender - (Multiple choice)
Married - (Checkbox)

Notes:

1. Using this tool Administrators can upload new member with custom field values.
2. Administrators can add new custom field values for existing members or can update custom field values of
   existing members.
3. The first column must contain an email address.
4. To upload members with custom fields, the first row of Excel must be a header. Otherwise it will ignore custom fields and create members only.
5. Column header should be the title of custom fields.
6. For Multiple choice, custom field value is text of drop-down list (the letters entered are case sensitive).
7. For Checkbox, the custom fields value should be either true or false.
8. Custom fields must contains all required field. You can skip non-required fields.

What format should be used for the Excel file?

• The file should be an Excel file (.xls).
• First column should contain the email addresses.
• If the first row is column header then please check the First row is column header box.