Articles on: Integration - Teammates

Upload CSV

Fill Out Your Teammates' Email Signature Information - CSV

If you don't have up-to-date data for your teammates in either your email provider (Google Workspace or Microsoft Azure Active Directory) or in your HR systems, you can manually upload your teammates' data using a CSV.

Note: This data will be static, not dynamic. If changes are needed in the future (e.g., a new job position, phone number, etc.), you'll need to re-upload the CSV.

To upload a CSV in Scribe, follow the steps below:

Go to the "Automation" tab.
Click on "Auto-fill Signature."
Click on the yellow label titled "Fix Missing Data."
Click on "See How to Fix Missing Data."
Click on "Upload a CSV."
Match your spreadsheet columns to the appropriate data points.

You can upload any .csv, .tsv, .xls, .xlsx, .xml, .txt file with any set of columns as long as it has 1 record per row. You'll be able to clean up or remove any corrupted data before finalising your import.

Updated on: 18/10/2023

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