Getting your team into Equip is one of the first steps to a successful launch. Instead of adding users one at a time, you can quickly import your entire team using a simple Excel template. It’s fast, accurate, and helps everyone get started on the right foot.
📁 Import Template
Use the template below to get started. Delete any unused columns before uploading: Importing Your Team Template
📊 Required Columns for Upload
Your spreadsheet must include these columns:
name
email (must be unique for each user)
role (e.g., mentor, admin, owner) (Understanding Role Terminology in Equip)
📄 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: Once your team is imported, you can edit roles, adjust permissions, and resend invites at any time.