Add supervisees with a CSV

Before you begin

You need permission to add supervisees. Prepare a CSV using the portal's template rather than changing the column names or creating your own layout.

Prepare and upload the file

The upload page checks each row before creating accounts.

1. Select Supervisees, then Add more supervisees.
2. Choose Upload CSV instead, or open the Upload supervisees page.
3. Under Upload a CSV, open the linked template and select Make a copy.
4. Fill out every required field. Billing code is optional.
5. In the spreadsheet, choose File, Download, then Comma Separated Values (.csv).
6. Upload the saved CSV to the portal.
7. Review the rows and select Upload followed by the number of valid employees shown on the button.
8. Review the results, then select Okay.

The template includes identifying, licensing, timezone, supervision, employment, and work-setting fields. Keep the expected values and formatting from the template.

Use an email address each supervisee can access because their account instructions are sent there.

Fix invalid or duplicate rows

The review step identifies invalid row numbers and the missing or incorrect fields. Those rows are not imported. Select Reupload CSV, correct the file, and upload it again.

Rows labeled Duplicate are excluded from the upload count. Confirm whether that email already belongs to someone in your organization before changing it.

Valid rows can be uploaded even when other rows are invalid. After the upload, use Enter supervisee information manually for a person whose details do not fit the bulk template.