Bulk Adding Members via CSV

Learn how to quickly add multiple project members at once by uploading a properly formatted CSV file with email addresses and role assignments.

When you need to add a large number of members to a project, manually entering each one is impractical. Foreman's bulk CSV import lets you upload a spreadsheet of email addresses and role assignments to add many members in a single operation.

CSV file format

Your CSV file must include the following columns:

Column	Required	Description
`email`	Yes	The member's email address (must match their Autodesk account)
`role`	Yes	The ACC role to assign (e.g., `Project Admin`, `Project Member`)

A minimal CSV file looks like this:

email,role
jane.doe@example.com,Project Admin
john.smith@example.com,Document Manager
alex.chen@example.com,Project Member

Assigning multiple roles

To assign more than one role to a single member, include multiple rows with the same email address:

email,role
jane.doe@example.com,Project Admin
jane.doe@example.com,Document Manager

Uploading the CSV

Navigate to your project and open the Members section.
Click Import CSV (or the upload icon) in the toolbar.
Select your CSV file from your computer.
Foreman will parse the file and display a preview of the members to be added, along with their roles.
Review the preview and click Confirm Import to proceed.

Make sure your CSV uses UTF-8 encoding. Files saved with non-standard encoding may cause email addresses or special characters to be misread.

Validation and error handling

Foreman validates your CSV before processing it. Common issues include:

Invalid email format -- Rows with malformed email addresses are flagged and skipped.
Unrecognised role -- If a role name does not match a valid ACC role, the row is marked as an error. Check spelling and capitalisation.
Duplicate entries -- If the same email and role combination appears more than once, duplicates are ignored.
Existing members -- Members who are already in the project with the specified role are skipped without error.

After the import completes, Foreman displays a summary showing how many members were added successfully and how many rows had errors. You can download an error report to fix and re-upload any failed rows.

For very large imports (hundreds of members), the operation runs in the background. You will receive a notification when it completes.