Open the correct workspace
An authorized staff member with permission to manage members opens Personnel → Import in the organization. Prepare only people you are authorized to add. Keep a copy of the source before changing existing membership details.
Prepare the CSV
Upload a CSV or paste rows. Use a header including email; each person needs a valid email address. Useful columns are email, name, instrument, section, role, title. The importer also recognizes supported localized headers. Without a header, this is the expected column order. New sections can be created from their names.
Use at most 500 rows per batch and respect the displayed file-size limit. Split larger lists. Review the preview rather than assuming every column in another system’s export is supported. An access code does not make an email-less row importable.
Review before confirming
The preview distinguishes new people, updates to existing members, existing Kalinklo users being added to this organization, duplicate emails and invalid rows. Check the identity, section, instrument, role and chair or desk for each proposed change. Re-importing can update existing membership details; it is not merely a duplicate check.
Download the error CSV where offered, correct invalid or duplicate rows, and preview again after editing. Confirm only when the proposed membership and permission changes are intended.
Check the result and member access
Read the receipt for imported, created, updated and skipped counts and any truncation warning. Invitations can be queued; a queued invitation is not proof of delivery or successful sign-in. Check the member’s access before relying on it.
Where enabled, an authorized administrator can issue a personal access code for an existing member. The member uses their email and code; codes can expire and are single-use. See signing in.
Recover carefully
If the service is busy, wait as instructed before retrying. If it reports that the import was not committed, correct the issue and preview again. If a network failure leaves the outcome unknown, inspect the roster before resubmitting and contact support if needed. Do not assume nothing was saved.
Once the roster is checked, prepare a production, add services and assign people. See getting started.