October 1st, 2024

Bulk Upload and User Invitations in Welcome Workdays

We’ve made it easier for company admins to invite users to their accounts in Welcome Workdays! With our new feature, you can now import users by uploading a CSV file.


How It Works

  • Quick Bulk Import:
    Upload a file with names, emails, and optionally phone numbers and visibility status in Welcome Visit – we’ll handle the rest.

  • Effortless Invitations:
    Once uploaded, the system will send invitation emails to all users you’ve added.

  • Data Validation:
    We validate the file for errors before import. If errors are found, nothing is imported, and we’ll show you what needs fixing.


How to Create a CSV File?

You can bulk invite users by uploading a CSV (comma-separated file). The column names must be:

  • firstName

  • lastName

  • email

  • phone (optional, but must include country code)