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Steps to Add Members via CSV Upload in sumApp

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If you have a list of members to add to your sumApp project, follow the steps below.

1. From the ‘Launch’ ‘Add members’ tab, select ‘Choose File’ to attach your CSV file.

Select your CSV file containing the member data from your device.

Click “Template file” to download the recommended format.

Once your file is attached and appears ready, choose ‘Open’ to close the upload window.

If you have pre-existing survey data and are on a Tier III or Tier IV plan, read How To Load Pre-Existing Data Into sumApp.

If you are running into error messages that are not easily fixed, contact accounts@greaterthanthesum.com. Common error types include missing first name or last name, missing email address, or duplicate email address(es) in CSV file.

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CONTENTS

Manage Invitations

See a list of all members in your project. Send an invitation email to your memb

Use ‘Manage’ Button to Access All Your Project Pages

Click ‘Manage’ button to access your project management pages. Edit Survey Form.

Delete a Project

A project you no longer need can be: Deleted completely Deletion is not reversib

Manage Your Subscription

Cancel your subscription. Return to sumApp. Remove a payment method. Add a payme

Editing a Member Record

Once a member has joined your Social System Map, either the member can edit thei

Editing a Member Record as a Map Member from ‘My Preferences’

1. From your project profile, click ‘My preferences’. 2. Make changes to the fie

sumApp Member View | My Preferences

Add Members

Placeholders – Unpublished Folder

The Storytelling Mode

The phase of ‘determining your approach’

Mapping – Tech Mode

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