Overview
You can easily assign employees to their teams using the Bulk Import Tool. This feature allows you to upload multiple employees and map them to various teams in a single import.
An import template is included with this article. It contains all required fields and sample data to guide you. You can modify the names and codes as needed — the examples are for reference only.
Template Fields
1. member_email
The employee’s work email address linked to their Custodia account.
The email must match the one associated with their user profile.
2. teamType
This field must be set to OrgTeam for each entry.
3. order
Defines the team hierarchy for each employee.
0 = Default team (each employee can only have one default team).
1 (or any number greater than 0) = Additional teams the employee belongs to.
To keep things simple, we recommend using 0 and 1 only.
4. team_name
The team name must already exist in the system before import.
You can include multiple teams and employees in the same file.
Uploading the File
Go to My Organization > Employees Mapping > Team Mapping.
Click the three dots icon in the top right corner.
Select Import.
Choose your completed template file.
Click Upload.
A notification will appear at the bottom of your screen once the upload is complete.
If the Upload Fails
If you receive an error message, check the following:
The team names match exactly with those in the system.
The teamType field is set to OrgTeam.
Each member_email is tied to an active employee account.
If the issue persists, contact Custodia Support for help.