Before you import your records, make sure you've created your teams in TeamsID. That way, when you import your records, those records will be mapped to their respective teams.

After you've created your teams, you're ready to create your import CSV file. Download and open our sample CSV file to get started.

Do not change the existing column headers in the sample CSV file.

The records description or name. For example, Facebook, Google Analytics, Linkedin for Business, Marketo, etc.

Notes you might like to include for your records.

Represent the teams a record should be added to. For example, Marketing, Accounting, Executive, HR, etc.  Make sure the team names match the teams you've created in TeamsID.

Note: You need to create all your teams before importing a CSV to particular teams.

The first field label of the record. For example, on a web login it would be URL.

The type of the first field. There are 2 designations for the Type# columns, text and password.  The password designation will mask the field in TeamsID and text should be used for any other field outside a password.

This is the value of the first field. The information you want populated in the field of the record.

The second field label of the record. For example, on a web login it would be URL.

The type of the second field. There are 2 designations for the Type# columns, text and password.  The password designation will mask the field in TeamsID and text should be used for any other field outside a password.

This is the value of the second field. The information you want populated in the field of the record.

You can add as many fields as you'd like to your records, just make sure the header column is laid out with a Field#, Type# and Value#. Once you have completed your CSV, you are ready to import it.

Click on the Settings Icon next to your organization's logo on the far left column of your TeamsID dashboard. Once clicked, you'll be sent to your Organization Settings. Click on the Export/Import tab. Then click on the box labeled Import TeamsID Records, select your created CSV file, boom you're done!

If you are unable to get your CSV import to work, please reach out to our service team by clicking on the blue chat box in the right hand corner of the screen.