This page explains how to add multiple “email address members” via CSV.
If your company is using the Login ID function and would like to add multiple “Login ID Members” via CSV, please refer to the following page.

How to add multiple members via CSV (for those who use Login ID to log in)

 

Please see here for more details about the Login ID function.

※If your company is not using the Login ID function, all members are “email address members”.

 

Index
・How to add multiple members via CSV
・Items you can enter when you add members via CSV
・If departments or positions have not been registered

How to add multiple members via CSV

1. Access “Members” and click "Add by CSV".

Access Team Admin ＞ Member ＞ Members, and click "Add by CSV".

 

2. Download a CSV template to add multiple members.

Click "Template for adding information", choose an encoding, and click "Download".

If your company is using the Login ID function, click "Download CSV file（E-mail Address）", choose an encoding, and click "Download".

※Encoding※
UTF-8 is recommended, and this is the default option when you download a CSV template.
If your software is not compatible with UTF-8 or you are not able to upload a file with UTF-8 encoding, please use Shift-JIS.
If you are not able to upload a file with Shift-JIS or you receive an error message, please contact us Unipos customer support.

 

3. Enter information about members to the template CSV.

The second and third rows of the template CSV have sample data. Please delete this information and add information starting the second row.

Click here to see the Items you can enter when you add members via CSV.

※Note※
・Do not change or delete the information in the first row.
・If there are duplicate email addresses entered, an error will occur.
　In that case, all members will fail to be added, so please make sure there are no duplicates.
・A CSV template can contain up to 2000 rows.
　If you wish to update information for more than 2000 members, you will need to upload CSV files multiple times.

 

4. Choose the file you created.

Click "Choose CSV File" and select the file you created at Step 3.

Please choose the same character encoding as the CSV file you downloaded.

(When you download a template CSV file, UTF-8 is selected as the default encoding. If you downloaded a file with UTF-8, you don't need to change the encoding option here.)

※Encoding※
・If the character encoding of the file chosen in Step 2 and Step 4 are different, an error will occur.
・See How to confirm the character encoding to check the "How to confirm the character encoding"

 

5. Upload the file you created.

Click "Upload" to upload your CSV file.

 

6. Confirm your file has been uploaded.

Once the uploading process has started, you will see a pop-up message: "Your CSV file is being uploaded."

※If it takes over 15 minutes for upload※
An error may have occurred.
Please check your connection and re-upload your CSV file.

Once the upload has completed, you will see a notification at the bottom left-hand corner.
Click ”Confirm results".

If you see a message: "Errors have occurred", see Failed to add multiple members simultaneously via CSV. Please amend your CSV file and re-upload the file.

 

Once the member is invited, they will be included in the "All Members" list and an invitation email will be sent to the email address entered.

(If the member's Slack account is linked, they will receive an invitation link on Slack from Slack bot.)

“Inviting" members (not yet signed up) will have a red "!” mark will appear on the left side.

※ About invitation email ※
Please refer to "About invitation email" for more details on invitation email.
If you don't receive an Invitation email, please see "I can't receive an Invitation email".

We don't recommend deleting an account if you don't receive an invitation email.
Please note that a deleted account can't be recovered.

 

Items you can enter when you add members via CSV

You can enter the following 7 items when you add “Email address members”.

Item	Display in CSV	Authority to edit	Authority to view	Notes
Email address  （Required）	mailAddress	Admin	Admin Member themselves	・Each email address identifies a member. ・Each email address can only be registered to one member. ・An email address can be up to 256 characters. ・Email addresses may contain half-width alphanumeric characters and symbols (.!#$%&'*+=?^_`{|}~-@). ・Use a half-width "@".
Name（Required）	fullName	Admin Member themselves	All members	A name can be up to 80 characters, and can include full-width or half-width alphanumeric characters, Kanji or Hiragana characters, and symbols.
Search Name	searchName	Admin Member themselves	All members	・You can set up a search name for each account to make it easier for other members to search. ・A search name can be up to 32 characters, and can include full-width or half-width alphanumeric characters, Kanji or Hiragana characters, and symbols. ・Do not include a space in a search name. ・The default search name is the area before "@" of an email address. ・If your organization uses members' private email addresses for Unipos, the Admin can change the search names to protect their privacy. ・Each member can also set up their own search name. Please see here for more information. ・The Admin can confirm everyone's search names on the page for editing member information or by downloading a CSV file containing all members.
Employee number	employeeCode	Admin	Admin	An employee number can be up to 10 characters, and can include full-width or half-width alphanumeric characters, Kanji or Hiragana characters, and symbols.
Employment Status （Required for CSV only）	employmentType	Admin	Admin	Please enter a half-width number between 0 and 7. 1: Executive 2: Permanent staff 3: Contract staff 4: Temporary staff through an agency 5: Part-time staff 6: Subcontractor 7: Other 0: not selected
Department	departmentCodes	Admin	All members	・Departments need to be pre-registered here before adding them to members. ・Please refer to this page for how to add or update departments. ・You can add up to 10 departments per member. ・If you wish to register multiple departments to a member, please divide them using commas. Example) 1000,2000,20001 ・For hierarchized departments, please register the last department in the hierarchy which the member belongs.  Parent departments don't need to be included. Example) If a person belongs to the HQ > Sales Division > Sales Department 1, you only need to enter the department code for the Sales Department 1.
Position	position	Admin	Admin	・Positions need to be pre-registered here before adding them to members. ・A position can be up to 25 characters. ・You can't register multiple positions to a member.

 

 

If departments or positions have not been registered

An error will occur if departments or positions have not been registered.

Please register departments and positions as described below, and add members.

• Go to "Team Admin" > "Member" > "Departments".
• Go to "Team Admin" > "Member" > "Positions".