It's easy to upload new team members to Float using the CSV import tool or one of the project management integrations.
Select Import from the People page.
Choose whether to upload your team using the CSV template or connect to an available project management tool. 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.
Access rights cannot be assigned using the CSV import.
A comma should separate multiple tags.
You can only import the maximum number of people available in your plan.
Altering or adding columns within the template results in an error message when uploading.
💡 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.