To add your team to Float, select Import in the top-right of the People page.
Choose whether to upload your team using the CSV template (Upload a file) or connect to an available project management tool (Sync with another app). See the integrations page for more details.
If using the CSV template, select Download people template and open the file in Excel or Google Sheets.
💡 Here's a tip: Check Pre-populate with your existing team if you want to make changes to your existing team or see how your current data is structured outside of Float.
Fill out any relevant data in the template. The Name column is the only mandatory field.
When you're done, select Upload CSV file to import your team.
💡 Here's a tip: If your team is located in a platform that does not integrate directly with Float, try importing your data using the API or Zapier.