How to add users with an Employee profile to the Mesh Platform in bulk ( CSV file )?

Please follow the steps below to upload employees to the platform using a CSV file.

1. Make sure that you are logged into the Mesh platform as an Administrator, a Pro, or a user who has permission to create other users.    

2. Navigate to the Employees Page. 

3. Click on the Import Employees button.

4. Click the designated area to upload a CSV file that you created. 

5. Select a file and click on Open button.

6. Select one of the presented options and click on the Continue button.

• Add and invite employees - creates a user and sends an invite to that user. 
• Add Employees (Don't invite) - creates a contact-only profile.

7. If all went well you will get a success message. If errors are presented please try to correct the CSV file by comparing it to the sample CSV file provided or seek the help of our team at [e-mail] 

Note: If the Mesh platform detects that a user's profile already exists, it will notify you and prevent you from proceeding with the upload.

8. Navigate to the Employee page and check the user's status. You may generate a card, trip, or budget for those employees before they sign in and verify.

Notes:

• It is possible to add a single employee to the platform.
• If a domain (e.g., your_company.com) was added in the Mesh backend you can add users to the CSV file without a phone number.     
• If a user has undergone a verification process in Company A and is subsequently added/invited, in bulk, to Company B, both of which belong to the same Organization, that user is automatically verified in the new company and will not receive a verification email.