The Stakeholder upload feature accepts data in the common csv file format. Follow the below steps to prepare your file for upload.

In a new Microsoft Excel spreadsheet, populate the following five columns of data:

The order of the columns is important and should not be changed for the upload data.

You can include a column heading. This will be ignored when the data is uploaded.

The first and last names are optional. If not provided the system will attempt to infer these from the e-mail address when the file is uploaded. For example for the email address "chris.bullard@serendata.co.uk" the first and last names will be inferred as "Chris" and "Bullard" respectively.

To create a csv file from your spreadsheet:

To access Stakeholder uploads, navigate to:

Organisation Settings

Settings

Upload Stakeholders (tab)

Using a file explorer (Windows Explorer on PC or Finder on Mac), locate the csv file you wish to upload.

Drag and drop the csv file in to the drag and drop area of the upload screen.

The uploaded file will appear in the "Uploaded Files" list. At this point no data has been uploaded to your Organisation. See the next section "Importing Data from Uploaded Files"

Having uploaded a csv file, follow the below steps to import Stakeholders from the file to your Organisation.

Select a file from the Uploaded Files list.

The grid will then show the available data from within the uploaded csv file to import.

Any Stakeholder that can be imported will have a checkbox next to them.

Any stakeholders that cannot be imported will show a warning triangle. Hovering on the triangle will give details on why the Stakeholder cannot be imported.

Once you have selected Stakeholders you want to import, click the "Upload" button. The selected Stakeholders will be import to your Organisation.

To show Stakeholders in the list that have been imported already from a file, tick "Show Uploaded Rows".