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How to import a CSV user list

To import a CSV of users to your lists in Workshop follow the directions below.

  1. Login to app.useworkshop.com and click "People" in the top navigation bar and select "Directory" from the drop-down
  2. Click "Import" on the top right-hand side of the page
  3. Drag the CSV  you wish to upload into the box OR click to browse to your file location and select 'Next Step'

  4. Review the fields that you uploaded, and select 'Next Step'
  5. On this page, you will be able to review changes that will be made to your directory of people, as well as create/update a list with the information from the CSV you uploaded
    1. You can customize your imported information here on this page
      1. Choose to not import new people from the CSV
      2. Choose not to update people who will be modified as a result of the conflicts between Workshop synchronized information and the CSV
      3. Choose to import fields that are unique to the CSV and not synchronized with Workshop, or choose to not import fields that already exist
    2. You can choose to create or update a list from the users in the uploaded CSV
      1. If you wish to create a list from the users in the CSV, select the "Yes, create a list option" and name the list
      2. If you wish to update a list, select "Or, add to an existing list" and search for the list you want to update 

        You can only update lists that are not be automatically synchronized

  6. Once you have made your selections, click "Finish Import", and your CSV will begin importing

    Importing exceptionally large lists may take a while. You will receive an email once the process is completed.