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
To Save The Template as an Excel:
Click the link above
Click File
Click Download
Click Microsoft Excel (.xlsx)
Open your new template
Delete any sample data
Enter your data
Click on the Name of the File at the top of the page (Equip-parthways-template)
Rename the file to your organization's name-pathways-template
Click Save
📊 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.