How to Import Existing Users and Send Email Invites
Easily onboard your existing volunteers by importing a user list directly into your Volunteer Link site via the Users area of the Admin Dashboard.
Before you start: Prepare a spreadsheet with columns for Email and Name. You can also include First Name, Last Name, and Mobile Phone if available. Save the file as a .CSV for upload.
Steps to import:
From your Admin Dashboard, navigate to Users.
Click Bulk import users.
Select Browse and locate your prepared spreadsheet.
Use the Column Title dropdowns to map each column to the correct data type.
To send invitation emails to the imported users, toggle Send invite emails to all my imported volunteers to On.
Click Import [#] volunteers, then Done to complete.
You’ll receive an email notification once the import is finished, keeping you informed every step of the way.