Import your team from a spreadsheet
One CSV instead of a form per person: a Kard and an invitation for everyone on it, checked before anything is sent.
Inviting a whole team one form at a time is slow. If the team is already in a spreadsheet, from HR, payroll or your Google Workspace or Microsoft 365 user list, import it instead: each person gets a team Kard with their name, job title, email and phone, and an email inviting them to join as a member, carrying that Kard. Admins import, from the team's Members page.
Prepare the file
One person per row, saved as CSV: in Excel or Google Sheets, save or download the sheet as CSV. An Excel file itself is turned away with that advice. Commas, semicolons or tabs all work. A name column (or first and last name columns) and an email column are needed; job title and phone go on each Kard when they're there. Starting from nothing? "Download a blank template" on the import page gives you the four headings: Name, Email, Job title, Phone. Up to 500 people per file.
Import it
- Open your team from "Your organizations" in the sidebar, press "Members", then "Import a team list".
- Drop the CSV on the page, or tap to choose it, and press "Read the file".
- "Match the columns" shows each heading with a sample from its first row. Most are matched already ("Employee Name", "Work email", "Designation", "Mobile"); fix any that aren't, and set anything you don't want to "Skip this column".
- If some numbers have no country code, choose the country they're from under "Phone numbers without a country code are from". Numbers that start with + are read as they are.
- Read "What will happen": who gets a Kard and an invitation, and who is skipped and why. Nothing has been sent yet.
- Press the button that says what it will do, such as "Make 12 Kards and send 12 invitations".
Who is skipped, and why
Every skipped row says why, in words: no email, an email that isn't one, a name under 4 characters (a Kard's name needs 4: add their last name), the same email as an earlier row, someone already on the team, an invitation already waiting. A phone number or job title that can't go on a Kard is left off it, and the preview says so beside that person. After importing, "Download the skipped rows (CSV)" gives you the rows to fix and import again.
Each invitation takes one of the team's 25 places, so rows past the places left are skipped, saying so. And your account sends up to 30 invitations an hour: a bigger list is invited in turns. Import the same file again an hour later, and everyone already invited is skipped.
After the import
The report counts who was invited and who was skipped, and lists each new Kard. The Kards are live at their links straight away, and the admins manage them until each person joins. Everyone joins as a member, which lets them edit their own Kard and nothing else; make someone an admin from Members once they've joined. Anyone who hasn't answered after 3 days gets one reminder, and an invitation works for 14 days, with "Send again" on Members after that.
To print the whole team's cards once they're in, see Print your card.