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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.

Click “Template file” to download the recommended format and update with your member’s data. If you want to include a segment for each of your project members, you can bulk add them using this option.

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

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, please reach out to our Slack community. 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


Knowledge BaseContact

Fine Tuning Your Member Options

Moving Data Between Projects and into Other Platforms

Managing Project and Member Privacy

sumApp

Kumu

Understanding Options Regarding Connections and What Shows on the Member Connections Page

sumApp Member View | Connections Page | Filter by Segment

1. Click “Connections” to find members you want to add a connection to. 2. Selec

Steps to Manually Add a Segment in sumApp from ‘Manage Members’ Page

1. From ‘My Projects’, select the ‘Manage’ drop-down for the project you want to

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

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