Save time by importing multiple Trusted Contacts into your Talent Pool at once. You can upload them via a CSV file or by copy-pasting their details.
Start by opening up a spreadsheet and start filling out data for your trusted contacts.
The first column (A1) should contain the email of the trusted contact you’re adding.
The second column (B1) should contain the names of the trusted contact you’re adding.
The third column (C1) should contain a skill best describing that trusted contact's main competence or working title e.g. Art Director
IMPORTANT NOTE
Although they are not necessary, these skills will help you later on when you need to sort and find your trusted contacts. It is therefore strongly advised that you invest the time necessary to develop your trusted contacts' skill set. Please take note that you should only use one skill per trusted contact when you first upload.
See example below
Steps to Bulk Upload
Go to Talent Pool
Navigate to Talent Pool page
Select the button with 3 dots next to "Invite"
Select Import contacts in bulk
2. Choose Import Method
You can bulk add contacts in two ways:
Upload a .csv file
Copy & Paste directly
3. Upload a CSV File
Click Upload .csv file .
Your file must include:
Column 1 (required): Email
Column 2 (required): Name
Column 3 (optional): Skills (comma-separated if more than one)
💡 You can upload up to 250 contacts per file. For more, split them into multiple files .
Copy & Paste Option from file
Switch to the Copy-paste from file tab.
Paste your list of contacts with email, name, and (optional) skills
Review and Confirm
Worksome will show a preview of your imported contacts.
Click Import selected to finalize .
Approval Step
Each contact receives an invitation email.
Once they accept, you’ll need to click Approve to add them officially to your Trusted Contacts .
If you need anything, message us on the chat or via hello@worksome.com, we are happy to help you out! 😊