File Requirements

Your file must:

Be saved as a CSV file
Use UTF-8 encoding
Include a header row matching the field names below
Contain no quotes (") in column headers
Contain only one sheet

Sample CSV

Review our CSV template to understand correct formatting. The template includes:

All required, recommended, and optional fields with correct header names
Example data showing expected formats

Quick Reference

Start with the required fields, then add recommended fields based on what’s available in your organization’s CRM system. Each additional field improves matching quality and capabilities.

Required

Field Name	Example	Notes
First name	Jane	Field should be labelled "first_name (required)"
Last name	Doe	Field should be labelled "last_name (required)"
Email	[email protected]	Field should be labelled "email (required)"
Management Level This is mapped to the Role segment	Director	Maps to “Role” segment. Example values: Student, Intern, Analyst, Associate, Individual Contributor, Manager, Sr. Manager, Director, Sr. Director, VP, SVP, Executive

Optional

Field Name	Example	Notes
City, Country, or Office For matching across geographies
Locale Include this field to specify which members require other languages. English is the default language.	en-US	Field should be labelled "locale" Use only: en-US, fr-CA, es-ES, ko, ja
Status To deactivate and reactivate profiles in bulk	active	Field should be labelled "status" Uses only: active, inactive

Member Data File Requirements for Enterprise Organizations

Member Data File Requirements for Academic Organizations

Set up Guide: SFTP Integration

Set up Guide: Okta SCIM

Set up Guide: Entra ID SCIM

Field Name	Example	Notes
Job title	Solutions Engineer	Field should be labelled "job_title"
Job function	Engineering
Industry	Professional Services

Member Data File Requirements for Industry Organizations

File Requirements

Sample CSV

Quick Reference

Required

Recommended

Optional