To add your team to Float, select Import in the top-right of the People page.
You’ll be prompted to upload a file using the CSV template. It is especially useful if your people live in a spreadsheet or in another tool that offers CSV export.
To upload your people using a spreadsheet:
Click Download people template.
Open the file in Excel or Google Sheets.
Complete the template file with people details.
Click Upload CSV file.
Select the file you want to import.
💡 Here's a tip: Use Pre-populate with existing team to update people, export your current people list, or both.
Required and optional fields
The people CSV template's columns map directly to people settings in Float. Fill out any relevant data in the template. The Name column is the only mandatory field.
Other details that you can add are:
- people code* - an external identifier against a person in Float, such as an employee ID from an HR or CRM system
- email
📝Note: The required format for the start date and end date is YYYY-MM-DD.
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. You can add up to 25 people at once, and you can repeat this action multiple times.
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.
Do not rename, remove, or add columns to the template. Altering or adding columns in the template causes an error when you upload.
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.
*The people code field is currently available via the API and CSV import/export only. There is no UI field for it at this time. The field accepts a string up to 32 characters and must be unique across all people in your company.