Team Member Import: Quick Guide (CSV, Excel, QuickBooks IIF)

What this does 
 
 Quickly add multiple team members from a file. 
 Works with CSV/TSV/TAB, Excel, and QuickBooks IIF employee exports. 
 Uses headers‑only AI mapping: only your column names are analyzed to auto‑map fields. Your actual names, emails, and phone numbers stay on your device by default. 
 
 Before you start 
 
 Make sure your file has a header row (the first non‑empty row should be column names like First Name , Last Name , Email ). 
 Include at least First Name and Last Name . Email is strongly recommended. 
 
 Supported file types 
 
 CSV ( .csv ) 
 TSV/TAB ( .tsv , .tab ) 
 Excel ( .xlsx , .xls ) 
 QuickBooks IIF ( .iif ) — Employee section only 
 
 
 Importing Team Members (Step‑by‑Step) 
 
 Open Team Members → Import 
 
 
 Go to the Team Members area in the app and click Import. 
 
 
 Upload your file 
 
 
 Choose a .csv , .tsv , .xlsx , .xls , or .iif file. 
 
 
 Review the auto‑mapping 
 
 
 If a mapping screen appears, confirm that columns like First Name , Last Name , Email , Phone , Employee ID are correctly matched. Adjust if needed. 
 
 
 Check the preview grid 
 
 
 You’ll see each person in a grid with columns like First, Last, Email, Username, ID, Phone, and Roles. 
 New rows are pre‑selected to be saved. You can uncheck any you don’t want to import. 
 
 
 Edit or add people 
 
 
 Use the Edit action to fix a row (names, email, phone, etc.). 
 Use Add Team Member to create a row manually if needed. 
 
 
 Assign groups/roles (optional) 
 
 
 Click the people icon in the Roles column to assign groups and roles. 
 
 
 Save 
 
 
 Click Save Team Members. If any row conflicts (for example, username , email , or phone already in use), you’ll see inline warnings. Fix and save again. 
 
 
 What gets imported 
 
 First name and last name 
 Email (used to contact the person) 
 Phone (digits normalized; one number per person) 
 Employee ID (optional) 
 Username (auto‑created if missing; see below) 
 Groups and roles (optional; you can assign them during review) 
 
 Notes: 
 
 The default password is Password123 if one isn’t provided. 
 You can edit any field before saving. 
 
 How usernames are created 
 
 If Email is present: we use the part before @ (ignoring any +tag ). Example: michael+brad@builderpal.com → michael . 
 If there’s no email: we derive first.last , lowercase and cleaned (e.g., Brad Marchand → brad.marchand ). 
 If duplicates appear in the same upload, a number may be appended to keep them unique. 
 
 
 Using QuickBooks IIF (Employee list) 
 
 The importer reads the Employee section: it looks for a header line starting with !EMP and then reads the following EMP lines. 
 Typical IIF columns it recognizes: EMAIL (email), PHONE1 / PHONE2 (phone), REFNUM or EMPNO (employee ID), plus FIRSTNAME and LASTNAME . 
 
 Example IIF snippet: 
 !EMP	NAME	REFNUM	EMAIL	PHONE1	FIRSTNAME	LASTNAME
EMP	Brad Marchand	87	michael+brad@builderpal.com	(604) 613-2792	Brad	Marchand
 
 Tips for IIF imports: 
 
 Make sure the file includes !EMP followed by EMP rows. 
 Other IIF sections (like !QBP EMPLOYEE , CUSTOMPI ) are ignored. 
 If phone or email didn’t map, check the header names (e.g., EMAIL , PHONE1 ). 
 
 
 Examples 
 Example CSV: 
 First Name,Last Name,Email,Phone,Employee ID
Brad,Marchand,michael+brad@builderpal.com,604-613-2792,87
 
 What you’ll see in the grid (simplified): 
 {
 "first_name": "Brad",
 "last_name": "Marchand",
 "username": "michael",
 "send_email_to": "michael+brad@builderpal.com",
 "send_sms_to": "6046132792",
 "employee_id": "87",
 "groups": []
}
 
 
 Troubleshooting 
 
 IIF file missing !EMP 
 
 Re‑export your employees from QuickBooks Desktop and ensure the !EMP header and EMP lines are present. 
 
 
 Could not detect a consistent delimiter (CSV/TSV)
 
 Re‑save as CSV (comma) or TSV (tab). Ensure the first non‑empty row has column names. 
 
 
 Header row looks empty or wrong
 
 Check that your first non‑empty row contains clear headers like First Name , Last Name , Email . 
 
 
 Multiple email or phone columns
 
 The importer uses the first recognizable match. 
 
 
 Conflicts on save (username/email/phone in use)
 
 The row will show a warning. Edit the value or unselect the row and try again. 
 
 
 
 
 Privacy at a glance 
 
 Headers‑only by default: we send only your column labels to AI to figure out mapping. 
 Your actual names, emails, and phone numbers are processed locally in BuilderPal by default. 
 
 
 Quick checklist 
 
 File type is supported ( .csv , .tsv , .xlsx , .xls , or .iif ). 
 First non‑empty row has headers. 
 Columns include First Name , Last Name , and ideally Email (plus Phone , Employee ID if you have them). 
 For IIF, confirm the file includes !EMP and EMP rows. 
 In the preview grid, review fields, assign roles if needed, and click Save Team Members.