Bulk Member Upload for space administrators

You can use your Space Administration Panel's Bulk Member Upload feature to add your space's members to specific space groups. Bulk uploading requires that you have your membership information in a comma-separated text file.

Sections in this article:

Who can do this?

  • Enterprise administrators
  • Workplace administrators
  • Space administrators (within their space)

Download your space's member list

  1. Navigate to the space and select Space Administration Panel.
  2. Under Membership, select Manage Members.
  3. Select Export Member List. Wait for the CSV file to be downloaded in a program like Microsoft Excel. This file can be used as a reference for your space member's email or Member ID, and current group membership. 

Create the Bulk Upload file

  1. Navigate to the space and select  Space Administration Panel.
  2. Under Membership, select Manage Members.
  3. Select Bulk Member Upload.
  4. Select all of the text in the CSV Data text box (Ctrl + A), and copy it (Ctrl + C).
  5. On your computer, open a new workbook in Excel.
  6. Paste the text copied in step 4 into cell A1 of the workbook.
  7. With cell A1 still selected, select the Data tab and then Text to Columns.
  8. In the Text to Columns Wizard, select Delimited and then Next.
  9. In the Text to Columns Wizard, under Delimiters, select only Comma and then Finish.
  10. Save this file as a .csv.

Fill out the Bulk Upload file

Within the Bulk Upload file, every row after the initial header row corresponds to a member, and the columns correspond to member and group information. You can only update members who belong to your space. For each member, enter the required information for the following columns: 

  • email or memberID: You must enter an email or Member ID (if Extended access members are present in your space). Refer to your member export CSV file for this information. 

  • groupsToAdd or groupsToRemove: (Optional) Enter the space groups from which the member should be added or removed. An example CSV file would look similar to: 

    email memberID groupsToAdd groupsToRemove
    testmember@igloosoftware.com   Employee Resources~Organizing Committee|Employee Resources~Writers  
      9875486   Employee Resources~Writers|"Employee Resources~Writers,  Admin"
    Example Bulk Upload CSV File


    Keep in mind these formatting rules when entering this information:

    • Group names are not case-sensitive.
    • If your group name contains a comma, you must wrap the name in quotation marks. For example, for a group "Employees, Igloo". For a space group, "HR~Employees, Igloo".
    • When entering multiple groups, separate the names using |.
    • When adding a member to a space group, prefix the group name with the space name, followed by ~.
    • You do not need to include spaces around the | and ~ delimiters. 

Run the Bulk Upload with your file

  1. Save a copy of the Bulk Upload file as a .csv file.
  2. Open the .csv file using a basic text editor such as Notepad.
  3. Select all the text (Ctrl + A) in the text editor and then copy it (Ctrl + C).
  4. Go to your space's Bulk Member Upload page in your web browser.
    1. Navigate to the space and select Space Administration Panel.
    2. Under Membership, select Manage Members.
    3. Select Bulk Member Upload.
  5. Delete all text from the CSV Data textbox.
  6. Paste the text you copied in step 3 into the CSV Data textbox.
  7. (Optional) Replace the text in the Title text box
  8. Select Upload Members. 

Post upload

Your Bulk Upload may take a few minutes to process. You can find its status in the Pending Bulk Member Uploads table during this time. If the Bulk Upload file contains any errors, the upload halts, and the likely sources of error will display under the Bulk Upload input text box. Correcting these errors involves editing the Bulk Upload file and re-uploading it.

Space Bulk Member Upload page's Pending upload section.