If you need to invite people to a Trip from a spreadsheet or downloaded from another system, then BULK UPLOAD is the fastest way to do that.
Take Note: Bulk Uploads CANNOT be undone. Be sure to review the preview carefully and your data prior to clicking CONFIRM.
*Available on Crew and above, open up a chat to learn more
How To Bulk Upload from Manage People
1. From your Dashboard, click on any Group Trip
2. Click on 'Manage People'
3. Click on 'Bulk Upload'
4. In the pop-up add your list of invitees by uploading your csv file
Data Formatting Rules:
You have two options to upload your data:
1. Paste or type into the box provided
2. Upload a file
Either way, the formatting requirement is the same, each row must have 3 comma-separated fields:
Take Note: Be sure that there are no spaces before or after the commas. If there are spaces, the upload will NOT go through.
First Name and Last Name must be merged
If you have data that includes First Name and Last Name as separate fields, remove the comma to load them here.
INVALID: Name as two fields: (DO NOT UPLOAD THIS FORMAT)
VALID: Name as one field - correctly formatted:
Email is required
Email address is the only required field, but all three fields must exist, see last row in the sample.
No header row needed
Do not include a header row, it will cause the entire upload to fail.
If your other system has added it automatically, open the file and delete it before uploading into YouLi.
Updating in Bulk
If you already have people added, you can download them by clicking "Download sample file", then edit them and upload the changes.
TIP: Email address is used as the matching field to apply updates. This is helpful if you need to make changes to names and phone numbers.
NOTE: Changes to email address will result in a NEW invitee being added. You can either delete the other one, or, instead of uploading the new email, change the email address of the existing invitee directly by clicking 'EDIT' from the table.
NOTE: Blank phone numbers and names with matching email addresses will delete the phone number and name for that email. Be careful not to upload blank data if that is not the intended result.
Take Note: When a file of new invitees is successfully uploaded, NO automatic email is sent.
If you want to send an automatic email to all of the invitees, you can do that by
1. Click into 'Manage People'
2. Then, select the new invitees
3. Click 'Send Invite'
Only invitees whose status is set as Registered = 'YES' will get automatic reminders for payments and tasks. You can change them quickly by using Bulk Edit. Learn More about how Trip Registration works in YouLi.
Can't see the bulk upload button?
If the bulk upload button is missing, try on a larger screen.
Why is my excel not uploading?
Make sure you are following the data formatting rules. You need to have an email & if you do not have name or phone number, make sure there is still a comma included in place of the blank space on your csv.
Tip: If you have a super long list of uploads, it can be easier to break it into just 50 invitees per csv uploads. This can be an easier way to ensure you are following the formatting rules.