From the account settings (Import tab), you can import a CSV file by creating a CSV in a predefined format. Here is a sample CSV that imports into TeamsID (right click and download the file)
Sample CSV to import into Organization with Teams – Download
Before you read your CSV file ready for import, Add Teams in TeamsID. That way, you can import the records along with assigning the teams each record would shared with.
- In the sample, you will notice there are 4 teams: Team A, Team B, Team C, Team D
- There are 2 records: Record A, Record B
- After the import (refresh after import), you will see Record A and Record B have imported into TeamsID and are available to the teams as specified in the CSV.
For security, you should delete the CSV file after import is successfully done.