Save time by using our bulk member importer. This guide walks you through how to prepare and upload your users in just a few steps.
Benefits of using Bulk Member Import
Using the Bulk Member Import empowers you to:
Invite multiple users in seconds
Upload batches of users as Readers, Admins, or any other role
Avoid having to copy and paste individual users
How to correctly format and upload for Bulk Member Import
1. Prepare your list
In your spreadsheet or text editor of choice, collect together all of the users you want to import. You can import up to 25 users in each batch. Your list doesn't need any headers, columns or other technical elements.
Each new user should go on a new line. Waybook supports two formats for creating users; you can add just their email address or their name and email address in standard mailbox format.
[email protected]
Persons Name <[email protected]>
If you use just the email format, Waybook will try and guess at the person's name.
Example rows:
Angela A <[email protected]>
Bobbie B <[email protected]>
When copying data into a text editor, double-check that the formatting remains intact, especially when exporting from Outlook. Angle brackets (<>) should be added automatically, matching the standard format used by most email clients.
2. Upload your text to Waybook
Go to Organisation > Add Members
Click on Add New Members button in the top right
Select Import from Text beneath the name and email fields
Copy and paste in your list of users
Click the Import button
Waybook will show your new members. You can edit any names or emails.
Choose your new user settings as normal and then click on the Send Invite button to finish.
You can create up to 25 new users at a time. You can split users into batches if you need more or have users with different roles or permissions.
Once uploaded, your users will automatically receive an invitation to join Waybook with the correct role and status you set.
Did you know: Pro teams can use Waybook's Directory Sync to automatically create new members based on your company's user database.
Our support team is here to help. Reach out any time—we’ll make sure your text import is smooth and stress-free.