IMPORT USERS IN BULK WITH AN EXCEL FILE

Keeping your user base organized is essential to running smooth operations.

With BoardiGO’s bulk import feature, you can add users to groups or voting rules in just a few clicks — no manual entry needed.

This feature is perfect for onboarding large teams, assigning rights, and preparing weighted votes effortlessly.

1. In the left menu, go to the User Groups or Organization Rules section. Depending on what you want to import, users for access, or voters for a rule, select the appropriate section.

2. Click “Mass Upload” or “Bulk Import”. Once you’ve created a user group or rule, choose the import option to add users in bulk.

3. Use the provided Excel template to prepare your file. Your import file must include: First name, last name, and email (mandatory) At least one role (required) Phone number (optional, international format) Voting weight (only for voting rules) ⚠️ Column headers must not be changed.

4. Drag and drop your file, then click “Submit”.

BoardiGO will automatically read your file, assign roles and weights, and add each user accordingly.

5. For voting rules

If all voting members have the same weight, no bulk import is required, just check "Yes" when setting the rule. If weights differ, select "No" and upload your file via bulk import.

6. After import, filter users by invitation status.

Send invites to users who haven’t joined yet, directly from the platform.