Bulk CSV import

Onboard a whole team at once by importing a CSV from any HRIS, previewing and validating the rows, then sending invitations in a batch.

Last updated Sep 14, 2026

What you’ll need

  • An HR admin account
  • A CSV export from your HRIS or a spreadsheet

This guide is for HR admins onboarding many people at once. Instead of inviting one person at a time, import a CSV from any HRIS or spreadsheet, review what AuditHalo parsed, and send the invitations in a single batch.

Import a CSV

  1. Go to the team page at /dashboard/team and open the import at /dashboard/team/import.
  2. Paste your CSV or upload the file.
  3. Review the parsed preview.
  4. Send the batch of invitations.

[Screenshot: the CSV import page showing the parsed preview with per-row status]

Read the preview

Before anything is sent, AuditHalo parses your rows and shows a status for each:

  • Add: a valid new person who will be invited.
  • Skip: someone who is already a member or already has an open invitation.
  • Error: a row that could not be parsed or is missing required data.

Fix any error rows in your source and re-import, or proceed to send the valid ones. AuditHalo does not send duplicate invitations to people it skips.

Note: Importing sends invitations; it does not create active accounts. Each person still accepts their own invitation and sets their own password, the same as an individual invite. See Inviting your team.

After the import

Invited people appear as pending on the roster until they accept. Resend or cancel a pending invitation from the roster as needed. See Managing your roster.

What's next

Related articles