How to bulk upload people and photos in Jostle

The Basics is a collection of tutorials that introduce new System Admins to key aspects of the Jostle platform without getting too "in-depth". The topics covered in this article are Bulk Uploading People and Bulk Uploading Profile Photos.

Bulk Uploading People

Uploading employee data in bulk can be a real timesaver. Here's how a System Admin can do it using a Jostle template.

1. Download template

1. Click the Admin Settings link in the lower left corner of the screen and go to User Data to/from Other Systems > Import Users (CSV)
2. On the Import Users screen, select the option Jostle User Template and then click Continue
3. On the next screen, click "View user template and instructions" This will take you to the Jostle Users Template and Glossary, a article in this Help Center.
4. Click the “Download this attachment” link at the top of the screen and follow the steps provided to download the template.

2. Enter data

Open the downloaded template which is a spreadsheet with a column for each of the possible profile fields that can be populated. Only the first four of these are required though:

• Username
• Work email
• First name
• Last name

Notes:

• We recommend using the work email as the Username, which can be hidden from other users if necessary. Alternative, you can unlink the Username and WorkEmail fields, but the UserName must still have an Email format (but you can use fake emails like Employee001@myjob.com).
• As you enter the required data, add any additional info that you can,such as phone numbers, join date, and birthdate. The more data, the more engaging and valuable the platform will be for your users.
• Best practice is to always delete any columns where you don't intend to add or update data. That helps prevent unintentional overwrites.

3. Import data

Once your file is ready to go, save it to your computer. Then go back to Admin Settings > User Data to/from Other Systems > Import Users (CSV) and:

1. Select the date format to match the format you used in your spreadsheet
2. In the “Invite” drop down box, make sure “Invite no one” is selected
3. Click Upload

If the import worked, you’ll see the success screen. If the import did not fully work you’ll see a screen with a link to download the error file to determine what went wrong. The most common reasons for the import not working are:

• Date format entered in Jostle doesn’t match the format in the spreadsheet
• Duplicate Usernames
• Usernames that are not in an e-mail format

After you find and fix the error with your import, save it and try the import again. Reach out to us at support@jostle.me if you get stuck.

Bulk Uploading Profile Photos

One users have a profile, a System Admin can upload their photos. This can be also done in bulk if you have a zip file that contains photos of your colleagues (it will still work if you are missing a few). In this zip file, each of the photos must have a file name that either

1. matches the employee’s username (e.g.bob.smith@abc.com.jpg), or
2. Is their first name and last name separated by a space (e.g. Bob Smith.jpg).

To upload the profile photos

1. Click the Admin Settings link in the lower left corner of the screen and go to User Accounts and Data > Upload/Download User Photos.
2. Click on the grey Choose File button at the bottom of the screen. Select your zip file from your computer and upload the file.
3. If the upload is successful, click on the word People in the Main Nav Panel.

This will take you to the People view, where you should now see the photos of all your colleagues smiling back at you.