Please note that adding Members to your list allows them to be eligible to create an account, it does not create account for them. If you wish to invite them to the portal which creates them an account, please follow these instructions.
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).
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