Team Management

Bulk CSV Import

2 min read

Import team members in bulk by uploading a CSV file. This is the fastest way to onboard a large group or update existing records.

CSV Format

Your file should include the following columns:

ColumnRequiredDescription
emailYesWork email (must match Slack profile)
nameNoFull name (aliases: "full name", "employee name", "display name")
departmentNoDepartment name (aliases: "dept", "team", "division")
job_titleNoJob title (aliases: "title", "position")
manager_emailNoEmail of the direct manager (aliases: "manager", "reports to")
levelNoCareer level, e.g. Senior, Staff (aliases: "grade", "seniority")
roleNoSystem role: admin, hr, manager, or user

Tip

Column names are flexible -- Nami recognizes common aliases automatically. For example, "Full Name" and "Employee Name" both map to the name field.

Column Mapping

After uploading, Nami shows a mapping screen where you confirm which CSV columns correspond to which Nami fields. Unrecognized columns can be manually mapped or skipped.

Validation

Before applying, Nami checks for:

  • Duplicate emails.
  • Invalid email formats.
  • Invalid role values (must be user, manager, hr, or admin).
  • Manager email references that do not match any existing user.

Errors are displayed inline so you can fix and re-upload.

Warning

Manager resolution uses the manager_email column. Make sure managers are included in the same CSV or already exist in Nami, otherwise the relationship will not be set.

Preview & Apply

After validation passes, you see a preview of all changes (new members, updates, skipped rows). Review carefully, then click Apply Import to finalize.

Info

The importer matches users by email address. Existing users are updated with the new values; unmatched emails will create new user records.

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