CSV Import (People)

CSV import lets you bulk-create people and map additional fields (including custom fields).

Where it lives

Open People → Upload CSV (/people/upload).

Required fields

You must map these fields:

• fullName
• email

Optional fields

• phone
• department
• notes
• custom fields

CSV format rules

• One person per row
• Comma-separated
• Wrap values in "quotes" if they contain commas or line breaks
• Escape quotes using ""

Example (header + one row):

Full Name,Email,Phone,Department,Notes
John Doe,john@example.com,1234567890,Sales,On probation

Column mapping (how the UI works)

After uploading a file, you:

1. Choose whether the file has a header row
2. Map each CSV column to a field (or “Ignore” it)
3. Submit an import job

Imports are processed asynchronously; the UI notifies you when complete.

Common issues

• Duplicate emails
  • Fix: de-duplicate the source file first; decide whether duplicates should update existing people or fail