Importing your team to Float
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 to export the list of existing people, make changes to your 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. Other details that you can add are:
- email
📝Note: The required format for the start date and end date is YYYY-MM-DD.
When you’re done, select Upload CSV file to import your team.
Importing people doesn’t automatically grant access to Float. A person can only access your team after you assign them access rights and send the invite. While access rights cannot be assigned using the CSV import, you can assign them individually or in bulk after import.
People quick-add for trial users
Trial users can quickly add people with Add team members on the People page by pasting names from a spreadsheet or list. Up to 25 people can be added at once, and this action can be performed multiple times.
📝Note: Adding people to Float does not automatically send invites. To grant access, you’ll need to complete each person’s profile with their email address and assign them access rights.
Additional notes
A comma should separate multiple tags.
The required format for the start and end dates is YYYY-MM-DD.
You can only import the maximum number of people available in your plan.
Altering or adding columns within the template results in an error when uploading.
The import feature works for sub-departments if they have been set in Team settings > Departments in advance. In this case, the sub-department should be added in the Department cell of the import file.