How to Import User Data into Your Community Space

Now that you've set up the Profile data fields to reflect the goals of your organizational plan, you can now import member records into the platform (assuming you have an existing list).

Here is the data template and formatting instructions for user record uploads.

While preparing your community’s first upload you will work closely with our team to review your records and review the process. Please review the instructions linked above and at a minimum, export the records you plan to upload and send them over to your client success manager for them to review. Our team will work alongside you to input the records into the correct template and will train you on how to clean the data for import. 

You can use the same process to add members at any time, such as after graduation each term.

• Your data is yours and can be accessed and managed at any time. See this article for more details.‍
• We take data privacy very seriously and protect user data to the fullest extent possible. For more information, see our privacy policy.

At this point, your platform should be up and running, with a strategic plan in place and your team trained and ready to make the most of its capabilities. As we move into the final stages of Onboarding, you'll focus more on the Blueprint for Success Phase 2 to prepare your content and communications for a smooth launch.

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