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How can I import my organisation’s data into Beamible?
How can I import my organisation’s data into Beamible?

Importing people data into Beamible

Written by Gill
Updated over a week ago

We highly recommend importing your people data into Beamible and taking the time to set your Organisation appropriately - this will save you a lot of time!

Those who have Administrator permissions can import a list of people into their organisation (without inviting them).

Information included in the import functionality includes:

  1. First name;

  2. Last name;

  3. Email address;

  4. FTE;

  5. Salary.

To import your organisation’s data:

  • Click on 'Your Organisation' icon on the blue left-hand Navigation Bar.

  • Across the top click on the ‘Import’ tab.

  • Click on the grey ‘Download template’ button giving you access to an Excel spreadsheet.

  • Click on the ‘Download’ button in the top right hand corner before filling in the required information and saving it.

  • Return to the Beamible import page and click on ‘Select file.’

  • Select the correct file and confirm your import.

This people data will be listed under the ‘People’ tab (within the 'Your Organisation') however, they will be marked as 'unregistered' until they have been invited to join.

To bulk invite them, simply:

  • Tick the box on the left hand side of the person’s name to select those you wish to invite.

  • Click on the ‘Bulk Actions’ button at the top right of the table and select ‘Invite’ from the drop down menu. (Note - you cannot grant permissions until they have been invited.)

  • Confirm that you wish to invite those people and they will be emailed a link to join Beamible.

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