How to give multiple Members access at once using our Bulk Import Tool

The following FAQ shows you how to add multiple Members at once via the Portal, using our Bulk Import Tool.

If you wish to add your Members one by one, please see this FAQ.

Please note that adding Members to your list makes them to eligible to create an account, it does not create an account for them, nor does it send them an email. 

If you wish to create an account for them, and for these details to be emailed to them, please follow these instructions.


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You can upload multiple members at once using our Bulk Import tool.

Step-by-step instructions below or watch our video tutorial

Log In

Go to: https://admin.myclearhead.com/login

Note: If you don’t see the ‘Members’ tab, try logging out and back in.

Steps to Bulk Import Members

1. Go to the ‘Members’ tab.

2. Click ‘Bulk Import’.

3. Download the CSV Template (linked in the portal).

4. Fill out the CSV with your eligible members.

5. Choose the import option that suits your need (e.g. ‘Add to existing list’ or ‘Replace the existing list with a new list’).

6. Upload your file by dragging and dropping it or selecting from your computer.

7. Review the import summary before continuing.

8. Confirm column mapping, then click ‘Import’.

Troubleshooting

To avoid errors:

• Only one header row (no extra rows or text).

• Remove duplicates and blank lines.

  • Use Excel’s “Highlight Duplicates” or “Go To Special > Blanks” tools.

• Save as UTF-8 CSV

  • Go to File > Save As > CSV UTF-8 (Comma delimited).