Add Members and Activities to your workspace via CSV

To import several members to your workspace at once, add first all the members to a CSV file. Navigate to the Workspace Settings page, click the Import tab, then Import CSV.

The Import Members via CSV button from the Import page is outlined.
The Import Activities via CSV button from the Import page is outlined.The Import Members via CSV button from the Import page is outlined.
The Import Activities via CSV button from the Import page is outlined.

The Import Members via CSV button from the Import page is outlined.
The Import Activities via CSV button from the Import page is outlined.

Expected CSV formats

Members

NOTE: Be sure to quote column data that contains a comma, such as tags.

At least one of the following is required:

Column

Type

Description

name

Text

The full name for the member

email

Text

The email address for the member

github

Text

The Github username for the member

twitter

Text

The Twitter username for the member

linkedin

Text

The LinkedIn username for the member

discourse

Text

The Discourse username for the member

The following columns are optional:

Column

Type

Description

bio

Text

The member's bio

birthday

Text

The member's birthday

company

Text

The member's company

title

Text

The member's title at the company

location

Text

The member's location

pronouns

Text

The member's pronouns

shipping_address

Text

The member's shipping address. The address should be in quotes and not contain line breaks.

tshirt

Text

The member's T-Shirt size

url

Text

The member's website

avatar_url

Text

Link to the member's avatar

teammate

Boolean

Whether the member is a teammate or not

tags

Array (Text)

Tags to associate with the member (e.g. "tag1,tag2,tag3"). Will override existing tags. Even if only adding one tag, it should still be in quotes (eg. "tag1").

tags_to_add

Array (Text)

Tags to associate with the member (e.g. "tag1,tag2,tag3"). Will append to existing tags. Even if only adding one tag, it should still be in quotes (eg. "tag1").

Activities

NOTE: Be sure to quote column data that contains a comma, such as tags.

The only column that is required for an activity addition is:

Column

Type

Description

title

Text

A title for the activity; displayed in the timeline

At least one of the following is also required.

Column

Type

Description

name

Text

The name of the member associated with this activity

email

Text

The email address for the member associated with this activity

github

Text

The GitHub username for the member associated with this activity

twitter

Text

The Twitter username for the member associated with this activity

linkedin

Text

The LinkedIn username for the member associated with this activity

discourse

Text

The Discourse username for the member associated with this activity

You can optionally include any of the following columns. However, we recommend using as many as possible.

Column

Type

Description

description

Text

A description of the activity; displayed in the timeline

link

Text

A URL for the activity; displayed in the timeline

link_text

Text

The text for the timeline link if you don't want to display the full URL of link

type

Text

The activity type - what action was done by the member

weight

Number

A custom weight to be used in filters and reports; defaults to 1.

key

Text

Supply a key that must be unique or leave blank to have one generated

occurred_at

Text

The date and time the activity occurred; defaults to now

pinned

Boolean

Whether or or not this activity should be pinned to the associated member timeline (use 1 for true or 0 for false)

member_tags

Array (Text)

Tags to associate with the member (e.g. "tag1,tag2,tag3"). Will override existing tags. Even if only adding one tag, it should still be in quotes (eg. "tag1").

member_tags_to_add

Array (Text)

Tags to associate with the member (e.g. "tag1,tag2,tag3"). Will append to existing tags. Even if only adding one tag, it should still be in quotes (eg. "tag1").

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📘 Need inspiration?

Here's how we use Orbit at Orbit

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📘Having trouble importing a CSV file?

Head to the Troubleshooting CSV imports section to read about common issues and how to fix them.