Use this article during onboarding when your Equip contact asks you to complete a Team Member Import spreadsheet and send it back to Equip. This helps Equip create staff accounts as part of your account setup.
Spreadsheet: Team Member Import Template
These templates may also be linked from the New Equip Customer Onboarding Survey. The link opens the same shared template.
Make a copy before you fill it out
Do not edit the shared template directly. Make your own copy first so the original template stays clean for other customers.
Open the template link.
In Google Sheets, select File.
Select Make a copy.
Rename the file with your organization name.
Choose where to save it in your Google Drive.
Select Make a copy.
Fill out your copy, not the original shared template.
If you do not use Google Drive, select File → Download → Microsoft Excel (.xlsx), then fill out the downloaded file in Excel.
Already live in Equip? If your team is uploading a file yourselves from the Team Members page, use Importing Team Members instead.
What this spreadsheet is for
Adding staff accounts before or during launch.
Assigning each team member an Equip role.
Adding optional details such as title, status, and groups when your onboarding contact asks for them.
Required columns
name — Required.
email — Required.
role — Required and must match an existing Equip role name.
Optional columns
Complete optional columns only when they apply or when your Equip onboarding contact asks for them.
title
phone
office_phone
about
sex
race
ethnicity
time_zone
status
groups
How to fill it out
Make a copy of the template or download it as Microsoft Excel (.xlsx).
Keep the header row exactly as it is.
Add one team member per row.
Complete the required columns.
Use the exact role names provided by your Equip onboarding contact.
Delete unused sample rows before sending the file back.
When you are done
Save the completed spreadsheet as an .xlsx file and send it to your Equip onboarding contact. Equip will review the file, validate it, and let you know if anything needs to be corrected before import.