You can quickly create teams by importing information from a CSV file. The teams in the CSV file will be added to the existing list of teams in Blue Relay. Updates to pre-existing keys are not currently supported.

 

The CSV file must use the following structure: Name, Description, Emails, Attributes. (Description, Emails, and Attributes are optional.) Individual attributes must be added as additional columns For example:

Name,Description,Emails,Attribute : Department, Attribute : Location
Marketing,marketing team,marketing@abc.com,Marketing,"Montreal, ON"
Sales,sales team,sales@abc.com,IT,"Toronto, ON"


 


To include multiple email addresses for a team, put double-quotes around the comma-separated list of email addresses. For example:

Name,Description,Emails
Marketing,marketing team,"marketing@abc.com,alternate-marketing@abc.com"

 

Note that you can create CSV files using Microsoft Excel®. To include multiple email addresses for a team, enter the email addresses as a comma-separated list in the appropriate Excel cell.

 

  1. In the Teams list, click , then click Bulk Import.
  2. Follow your browser instructions to select the CSV file you want to import.