Importing people from CSV files

Cerego now allows you to import people from a comma-separated value (CSV) file. Let’s go over some tips that will ensure all the wonderful people in your organization will be imported into Cerego without a hitch.

Step 1. Prepare your CSV file and upload to Cerego

1. The first row of your spreadsheet must be the header row

We'll use your CSV file's header row to determine how to map data from the CSV file's 2nd row and beyond to fields in Cerego. For example, 

2. CSVs must include columns for name and email.

You’ll map the name and email fields during the import process. If your CSV doesn’t have an email column, you must have an ID (e.g. student ID or employee ID)  column.

3. Your CSV file must have commas

As long as you’re exporting your CSV from Excel, Google Spreadsheet, or an HRIS, your CSV should be fine! Those programs will add commas for you. 

4. Your spreadsheet cannot contain any special characters

Make sure your spreadsheet contains only:

• Letters
• Numbers
• Spaces

Step 2. Match columns from your spreadsheet to fields in Cerego

We know...this step may seem weird and redundant. "Why do you need to match my name and email column? It's obvious!" We'll try our best to guess which column has the data for names and emails but we might need your help to point us in the right direction. For example, our system might not know that "Employees" is the header for the names column. 

Make sure all emails are unique. In case you have two employees with the exact same name, they'll be identified by their email.

If your organization signs in Cerego using Member IDs, you may select "Use ID instead" to match the Member ID column instead of Email column.