There are 2 ways to import/ bulk upload your Trusted contacts to your address book, Upload via a .csv file OR Copy/paste from a file:
Upload .csv file
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
Skills are not required, but these are necessary for you to be able to sort and search for your trusted contacts at later stages. Therefore it’s highly recommended that you take the time to add skills to your trusted contacts. Please note when you do your initial upload only use one skill per trusted contact.
(Reach out to your Worksome representative if you have any questions about tagging skills.)
See example below:
Save as a .csv file and you are good to go 🗄️:
Uploading in bulk:
> Now go to your Talent Pool in the left-hand column.
> Select the button with 3 dots next to "Invite"
> Click "Import contacts in bulk"
> Click the black upload .csv file button and select the file you've created containing your Trusted Contact list.
> Once selected, you'll have a view of the Trusted Contacts you're inviting to join your list.
> So go ahead and "Import selected"!
(Please note if you experience any errors, check the email addresses of the Workers you are uploading, if this persists please contact your Customer Success Manager)
Copy/ paste from file
Text can also be copied/pasted directly into Worksome like shown below:
If you need anything, message us on the chat or via email@example.com, we are happy to help you out! 😊