Importing Applicants in Bulk
This article is for Administrators who would like to import multiple Applicants into Tahua at once from a spreadsheet.
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This article is for Administrators who would like to import multiple Applicants into Tahua at once from a spreadsheet.
Only adding one Applicant? See Adding a Single Applicant.
If you have a list of Applicants to add in bulk, use Import Applicants instead of adding them one by one.
From the Applicants page, click Import Applicants.
Click Download the Template to get a spreadsheet with the correct columns for the Registration Type you're importing (First Name, Last Name, Email, and an entity name column for organisation-type registrations).
Fill in one row per Applicant, then upload the completed file.
Tahua will show you a preview of every row before anything is created, flagging each one as "This record will be imported" or "This record will not be imported." Review this carefully — rows with missing or invalid information won't be imported, and duplicate emails within your file will be flagged.
Leave Invite applicants to the system? ticked if you'd like everyone in the file to receive their invitation as soon as the import completes, or untick it to add them without inviting them yet.
Click Import.
Note: If a row's email address matches an existing user, Tahua attaches that existing user instead of creating a duplicate — the same behaviour as adding a single Applicant.
Note: Email addresses only need to be unique within your own organisation. The same email address can exist for an Applicant in a different organisation.
Note: Bulk import is only available for Applicants. There is currently no option to import Verifiers/Institutions in bulk — they need to be added one at a time. See Adding a Single Applicant for the Verifier/Institution equivalent.
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