How-to: Bulk Upload Travelers

Bulk uploading is the fastest way to invite your email list to your upcoming group Trips or quickly add a large number of registrations to a Trip.

 

 

How to Bulk Upload from Manage People & Reports

1. From your TRIP DASHBOARD, click on any TRIP

2. Open MANAGE PEOPLE & REPORTS

3. Click on BULK UPLOAD

 

You have two options to upload your data

Option No. 1: Paste or type into the box provided

Option No. 2: Upload a file 

 

Before you start, let's talk about the format

The formatting requirement is the same for both upload options mentioned above. Each row must have three comma-separated fields.

Important formatting rules

• Be sure that there are no spaces before or after the commas. If there are spaces, the upload will NOT go through.
• First Name and Last Name must NOT be merged
  
  • VALID: Name as two fields:
    • FirstName,LastName,Email,Phone
  • INVALID: Name as one field: (DO NOT UPLOAD THIS FORMAT)
    • Full Name,Email,Phone
• Email Address
  • This is the only required field, but all fields must exist
  • All  emails must be valid
  • There can be no duplicate emails
• No header row is needed

  • Do not include a header row; it will cause the entire upload to fail. If your other system has added it automatically, open the file and delete it before uploading it into YouLi.

 

Sample Upload

In this sample file, we have

1. Row with First and Last name, email, but no phone number
2. Row with First and Last name, email, and phone number
3. Row with First and Last name, email, and phone number
4. Row with First name only, email, and no phone number

Cat,Wynne,caitlin@youli.io,
Jen,Fein,jen@youli.io,+18583148840
Smita,Kulkarni,smita@youli.io,0423839021
Jamal,,jamal@youli.io,

 

What should this look like in the text box?

Below is an example of what the above data sample will look like if you use the input box we provided (Option No. 1 for BULK UPLOAD).

 

Uploading a .csv

• The most common method to BULK UPLOAD is by using a .csv (Option No. 2 for BULK UPLOAD).
• You should use the same formatting and rules above.
• Here is an example of a .csv using the same data we used above.

 

 

Why is my Excel file not uploading? 

• Again, we can't stress the importance enough of making sure you are following the data formatting rules mentioned above!
• You need to have an email & if you do not have a name or phone number, make sure there is still a comma included in place of the blank space on your .csv. 

 

What should I do after I Bulk Upload my contacts?

Once you have bulk uploaded all of your Travelers, you will likely want to do one of two things next

1. Send a Message or Invite, to share your TRIP PAGE
2. Bulk Edit by selecting specific people, to make changes efficiently

Watch our video tutorial

 

---

Need more help? 

Reach out to the YouLi Support Team via the chat box at the bottom of your screen or submit a Support Ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, and we will walk through Traveler flow options & best practices.