To import a CSV of users to your lists in Workshop follow the directions below.
- Login to app.useworkshop.com and click "People" in the top navigation bar and select "Directory" from the drop-down
- Click "Import" on the top right-hand side of the page
- Drag the CSV you wish to upload into the box OR click to browse to your file location and select 'Next Step'
- Review the fields that you uploaded, and select 'Next Step'
- 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
- You can customize your imported information here on this page
- Choose to not import new people from the CSV
- Choose not to update people who will be modified as a result of the conflicts between Workshop synchronized information and the CSV
- Choose to import fields that are unique to the CSV and not synchronized with Workshop, or choose to not import fields that already exist
- You can choose to create or update a list from the users in the uploaded CSV
- If you wish to create a list from the users in the CSV, select the "Yes, create a list option" and name the list
- 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
- You can customize your imported information here on this page
- 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.