Import users
Save time by batch uploading your users.
Sofia avatar
Written by Sofia
Updated over a week ago

ℹ️ This is a Premium+ feature.

We can batch import your users and automatically create your Groups and assign users to them.

To do this, please fill out this file following the below instructions and forward to your assigned Customer Success Manager, once completed.

Please make sure the user list follows this order: Executives, Manager, Group Leads, Group Members.

Special instructions

Column A:

Leave this blank (your Coach will populate this for you).

Column H:

Column I:

Mark YES if you'd like to send the invitation to the user. This will give the user a link to activate their account and access the platform.

If you'd like to upload the user's information but not give them access yet, then this should say NO. You can then invite them later through the platform instead.

Column J:

Mark YES if this user is an Ambassador.

Column K:

Mark YES if this user is an Executive.

Column L:

Include the name of the Group the user needs to be added to.

If the Group already exists in the platform, it will simply add the user to that Group. If the Group doesn't exist in the platform yet, it will automatically create the Group for you.

If the user only belongs to multiple Groups, you can fill out up to 10 Groups using Columns N, P, R etc.

Column M:

Mark YES if the user you're adding is the Lead for the Group in Column L.

If the user is not the Lead, then it should say NO.

If the user is the lead of multiple Groups, follow the same process for Columns O, Q, S etc.

* NOTE: If you've already created Groups in Perdoo and simply wish to automatically assign team members to the existing Groups, the names added to the file should match exactly how they've been entered into Perdoo, otherwise the system will create new ones, creating duplicates. 

Need a hand? Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email

Did this answer your question?