As a Sales Navigator admin, you can add new users and groups in bulk by uploading CSV files with the users’ email addresses.
Important to know
To bulk upload Sales Navigator users and groups using a CSV file:
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Sign in to Sales Navigator.
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Click Admin in the top menu.
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Click Admin Center in the top menu.
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On the Users tab, click Add new users and select Add users by CSV from the dropdown menu.
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Click Get started, then click Download a CSV template
select Add users only from the dropdown menu. -
Open the downloaded CSV template in Microsoft Excel or Google Sheets.
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In the invited_email_address column, enter the email addresses of the employees you want to add.
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In the preferred_first_name and preferred_last_name columns, add the employee names.
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In the sales_license_current_status column, enter active to assign Sales Navigator licenses.
Important to know
If you intend to use the employee_user_id field in the CSV file, check that each user has a unique ID. If users are uploaded with matching IDs, data loss can occur. -
Optional: In the groups column of the spreadsheet, add the name of the group. If adding multiple groups, ensure they are separated by a comma.
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After completing your CSV file, save it on your computer as a comma-separated CSV file.
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Return to the Users tab in LinkedIn Admin Center, then click the Add new users dropdown menu and select Add users by CSV.
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Click Upload CSV to upload the file you updated.
Results
- The system will process the file and check for errors. Learn what to do if you receive a duplicate profile error when you upload your CSV profile.
- Review the results and correct any errors by uploading an edited CSV file. To make updates to your existing users in bulk, you can download all (or a subset of) your users using the CSV download feature. Make changes to the data by editing the downloaded file offline and then upload the file to save your changes.
- Users will receive an email with instructions on how to activate their licenses and access LinkedIn Sales Navigator.
- Newly added users will appear in the Users tab in LinkedIn Admin Center with an initial status of Invited. Their status will change to Activated once they accept the invite and activate their license.