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1

In your csv file, put at least those 2 column headers:

  • Team ID: Map it to the internal TeamForm Team ID

  • Attributes:description:::descriptionID: Enter in the team description.

NOTE: One description per team and per row

View file
namesample_teams description template.csv

2

Go to the top left hand corner of the web page and under the TeamForm header, click on the down arrow

image-20240306-144836.png

3

From the drop down list, Click on the name of the workspace that you would like to grant user access to

4

Click on the settings icon from the vertical left hand side bar menu

image-20240306-144852.png

 

5

Click on “Teams csv”

6

Drag and drop the local saved file prepared in step 1 into the blue dotted line zone

image-20240216-133758.png

7

Click on ‘Import Uploaded File’

 

8

Check that the import is successful.

If not, contact support@teamform.coyou require additional help, use the contact us option at the bottom of the page and request support.

Need help with finding Team ID?

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