Importing and adding applicants

You can add applicants yourself instead of waiting for them to register: one at a time, or many at once from a file.

Labels that name Applicant use your organisation's own term if you've renamed it.

Before you start

You need a registration type to add applicants to. If there is none, the page says one is created under Settings > Profile and terms > Registrations. See Registration templates and types.

Add one applicant

1. Go to Applications > Applicants and select Add Applicant.
2. Choose a Registration Type.
3. For an organisation, enter the Entity name. Then enter the first name, last name and email of the person who acts for it.
4. Tick Invite Applicant to the system? to send them an invitation email now. Unticked, nothing is sent and the applicant reads Unclaimed until you invite them.
5. Select Create.

Import applicants from a file

1. Go to Applications > Applicants and select Import Applicants.
2. Choose a Registration Type, then select Download the Template.
3. Fill in one row per applicant: First Name, Last Name, Email and, for organisations, Entity Name.
4. Upload the completed CSV file, of up to 500 rows (2 MB).
5. Tick Invite applicants to the system? to send each new applicant an invitation email. Unticked, nothing is sent and they read Unclaimed until invited.
6. Check the preview. Each row says This record will be imported or This record will not be imported, with the reason: a missing name, an invalid email, a duplicate email in the file, or an email that belongs to someone who cannot be an applicant. An email that belongs to an existing user is attached to them.
7. Select Import. A large file carries on importing if you close the window.

If no row can be imported, correct the file and upload it again.

See also

• Applicants