Mass Importing and Exporting Team Members #
The Team Module allows you to quickly upload or update many team members at once using a template.
Step 1: Navigate to the Team Module #
- Go to the left-hand navigation bar and click Team.
- Here you’ll see all current team members.
- If no one is added yet, start by entering at least one individual (e.g., the CEO or owner).
Step 2: Choose Export or Copy to Clipboard #
- From the top right corner, click the three dots.
- Select either:
- Export to Excel → saves the file as an editable spreadsheet, OR
- Copy to Clipboard → lets you paste directly into Google Sheets or Excel.
Step 3: Edit the Template #
- The template will include:
- Name
- Department
- Job Title
- Start Date
- Manager (who they report to)
- You can leave fields blank if needed.
- Do not delete the code in Column A — it’s required for uploading.
- Headshots are not included; each individual uploads their own.
Step 4: Import or Paste Back into Propel #
- Once you’ve updated your list, copy the entire table including headers.
- Return to the three dots menu → choose Paste from Clipboard → click Apply Changes.
- Or, select Import and upload your saved Excel file (with headers intact).
Step 5: Confirm Changes #
- Your updated team will now appear in the Team Module.
- This process is useful both when:
- Setting up a company for the first time, OR
- Making large updates to your org chart.
✅ Pro Tip: Always double-check the headers match exactly before importing, to avoid errors.