Please read the article Prepare your CSV List for Importing to understand more about setting up database fields and formatting your list.

Most organizations come to Timecounts with a list of volunteers they currently work with or have worked with. The easiest way to get this information into Timecounts is to import it. Currently, Timecounts supports data uploads in the CSV format. Most spreadsheet or CRM software can save or export as a CSV file.

If you want to import one person, press the 'Add Volunteer' button at the top right corner of the Directory view. This popup lets you switch between manually adding or importing a list.

You will then see a popup to manually add a new volunteer with their email and first and last name.

Once you've added the new volunteers, they will appear in the Onboarding flow's Import column. From here, you can choose to move them immediately to the directory or send them an invite to your hub, which will ask them to complete the form you designated for onboarding.

To begin importing, go to the Onboarding view. At the top right corner, you will see a button for 'Import CSV'.

This will open a popup that lets you select a CSV file. You can download a starter spreadsheet to ensure you are setting yourself up for success with the right column titles and formatting. If you plan to import a lot of additional information besides the name, email, phone, and address, it is a good idea first to create your custom database fields so there is something to match it to.

Choose a .csv file to upload. You'll need permission to email and/or send SMS texts to the people you're importing. If so, please check off the appropriate boxes. You need the permission boxes or opt-in dates imported to email or send SMS texts through Timecounts to the people you import.

When importing into Timecounts, you will see a view with columns allowing you to match database fields correctly. Suppose you notice errors in red. Use the dropdown at the top to pair the database field with the data you imported correctly. You can just scroll to the right to see additional columns. This is only a sample of your data, so don't worry if you don't see everyone listed in this view.

You can import it multiple times if you need to update or add information in bulk. Simply include the same email corresponding to your Directory profile, and it will update and overwrite the data.

You can import a CSV file with any column names since you can match your spreadsheet columns with the Timecounts fields during the import process.

After successfully importing your list, any volunteers not already in the Directory will appear in the Import tab of Onboarding. This allows you to review and decide whether to add them immediately to the Directory or invite them to your hub to complete the form you selected for your onboarding.