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Updated on December 5, 2025

Steps to Add Members via CSV Upload in sumApp

Estimated reading: 1 minute 32 views Contributors

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

Knowledge Base Contact

The Technical Process

The Social Process

Steps to Add Members on the ‘Manage members’ page

Follow the steps below to learn how to add a new member from the ‘Manage members

Steps to Add Members via CSV Upload in sumApp

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

Steps to Manually Add a Member in sumApp from Add Members Page

To manually add members to your sumApp project, follow the steps below. 1. Choos

The New ‘Member Activity Logs’

Why It’s Helpful Use the Member Activity Log when you want to understand: Whethe

Canceling Your Subscription on sumApp

1. Scroll to the bottom of the page and click “Manage your subscription”. 2.

Downgrading Your Subscription to Tier I

1. From “My Account” scroll down to the bottom of the page to ‘Change subscripti

Choosing a Subscription Plan and Number of Projects

1. From the “My Accounts” page, navigate to the bottom of the page to the “Chang

Accessing the ‘My Accounts’ Page and How to Update Your Account Information

1. “My Projects” page of your sumApp account, navigate to the left-hand menu. 2.

My Account and Billing

Managing your Account Settings and Subscription Plans The ‘My Account’ tab is wh

Article 8: Containers, Differences, Exchanges

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