ℹ️ Available on Premium and Supreme.
Adding users one by one takes time when your whole company starts using Perdoo. Import them in one go instead, and Perdoo adds them to the right teams, creates teams that don't exist yet, and sets their managers and roles.
Import users with AI
The quickest way is to let AI do it. Give Spark, our AI Agent, a list of the people to add, for example copied from a spreadsheet or your HR tool. Include their email addresses, teams, managers, and roles, and ask Spark to add them.
Prefer your own AI tool, such as ChatGPT or Claude? Connect it through our MCP Server and ask it the same.
Import users with Google Sheets
Can't use AI? If you use Google Sheets, import users yourself with the Perdoo add-on. See Google Sheets Add-on.
Import users with a template
Can't use AI or Google Sheets? Fill in our template, and we'll import your users for you.
Make a copy of the import template.
Add one row per user. List Executives and managers first, then Team leads, then team members.
Fill in the columns as described below.
Send the file to your Customer Success Manager, or to our Support team.
Important
To add users to existing teams, write each team name exactly as it appears in Perdoo. Otherwise, Perdoo creates a new team with the same name.
A manager must already be a Perdoo user, or be higher up in your import list.
What to fill in
Column A: Leave this empty. Your coach fills it in.
Column G: The email address of the user's manager.
Column H: The user's role: Standard, Admin, Superadmin, or viewonly. See Roles & rights.
Column I: YES to send the user an invitation right away. NO to add the user without giving them access yet. You can invite them later in Perdoo.
Column J: YES if the user is an Ambassador.
Column K: YES if the user is an Executive.
Column L: The name of the user's team. If the team doesn't exist yet, Perdoo creates it.
Column M: YES if the user leads the team in column L, otherwise NO.
Columns N, O, P, and so on: More teams, each followed by YES or NO for Team lead, like columns L and M. You can add up to 10 teams per user.
Good to know
Can I add users one by one instead?
Yes. Go to the Users list and click + Add user. See Users.
Can I sync users from our identity provider?
Yes, with SCIM. Your users then stay in sync automatically. See SCIM provisioning.
Need help?
Start a live chat with our Support team by clicking the question mark at the left or right bottom of your screen.