If you’re managing a large team, adding each user one-by-one can slow you down. Equip makes it easy to import multiple users at once using a simple Excel upload—saving time and minimizing errors.
📥 Start the Import Process
Sign in to your Equip account
Click your Initials or Avatar in the top-right corner
Select Team from the dropdown
Click Import Users in the top-right
Drag and drop your Excel file into the upload box or click to select it
Follow the on-screen prompts to complete the import
📊 Required Columns for Upload
Your spreadsheet must include these columns:
name
email (must be unique for each user)
role (e.g., mentor, admin, owner)
📄 Optional Columns (User Fields You Can Include)
Equip accepts any standard user fields. Some commonly used ones:
title
pronouns
phone
sex
bio
office_phone
race
ethnicity
🔤 Accepted Values for Enum Fields
Role: mentor, admin, owner
Sex: male, female, undisclosed
Race:
american_indian_or_alaska_native
asian
black_or_african_american
native_hawaiian_or_other_pacific_islander
white
two_or_more_races
other_race
Ethnicity:
hispanic_or_latino
non_hispanic_or_latino
⚠️ Important Notes
• Each email must be unique (no duplicates)
• Date fields should be formatted as YYYY-MM-DD
• Time fields should be formatted as HH:MM
• Boolean fields must use true or false
• The status field controls whether the account is active or inactive
Equip Tip: Need help building your spreadsheet? Start with just the required columns, then expand as you get more comfortable. You can always edit user details later!