Overview

The Teamgo import users option has several key functions that will assist you with managing multiple users and their information much easier.

  • Download a CSV template
  • Export CSV user list
  • Import CSV user list

If you already have users in Teamgo, it can be easier to use the Export function and modify that CSV then import again.

If you want to start with a new template, we provide you one to download and use. Follow the format of the CSV then you can import this again.

Once you have completed the required fields and added all your users to the CSV you can then import it again to Teamgo. A very useful tool for managing many users at once.

Note: all functions will require you to have the correct user permissions to access import functions.

Download CSV Template

  1. Login to your Teamgo web dashboard
  2. Click on Users
  3. Click on Teams
  4. Click on Import
  5. At the top of the page click on "Download CSV Template"

The Template will be a CSV file you can open in software like Microsoft Excel. The first line in the file is a sample line. The Import page will also show you fields you can use/add to import more useful data like images and assign users to Kiosks etc.

Export Team Member USER CSV

  1. Login to your Teamgo web dashboard
  2. Click on Users
  3. Click on Manage Team Members
  4. Click on Export

A CSV file will then be downloaded to your computer. You can open this in software like Microsoft Excel and modify it etc. Ensure you save this as a CSV format before importing the changes.

Import Team Member USER CSV

  1. Login to your Teamgo web dashboard
  2. Click on Users
  3. Click on Manage Team Mambers
  4. Click on Import
  5. Select the CSV from your computer and upload.

The CSV will then be uploaded to Teamgo and either create new user data or update existing user data depending on the details you add/change.

If the CSV has a lot of users to manage it may take some time for the file to finish importing.

If you need assistance with importing your users please get in contact with our support team at [email protected].

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