User Bulk Upload Template

Selflessly | Bulk Upload Template

Getting users into Selflessly is a breeze! Here, you can download our CSV template to copy your staff records and also set their benefit levels. 

PLEASE NOTE

  • If you are not using a specific benefit, (Impact Dollars, Volunteer Time Off Hours, or Matching Donations) - please mark each column with 0's
  • For roles, make sure they are either an Employee, Admin, or Champion
  • Check the email addresses for spelling/punctuation errors
  • WHEN YOU UPLOAD THE LIST, YOU WILL AUTO-GENERATE WELCOME EMAILS. Make sure to not upload them until you are ready.

Selflessly-Sample-Template.csv

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