How do I bulk invite members via CSV file with Optery for Business?
Optery for Business provides a hassle free way to invite your team members. You can invite multiple users to your organization at the same time. In this tutorial, you learn how to use the Optery for Business portal to send bulk invitations to your team members. Specifically, you'll follow these steps:
- Use Bulk invite users to prepare a comma-separated value (.csv) file with the user information (first name, last name and email).
- Upload the .csv file to Bulk invite
- Verify the users were added
- Continue to import the verified users in to your Optery for Business account
Use Bulk invite users to prepare a comma-separated value (.csv) file with the user information (first name, last name and email).
Upload the .csv file to Bulk invite
Download sample template and retain the first row as it is. Continue to your add the list of team members you would like to invite following the template.
**Verify the users were added **
If you have any issues with the data in the CSV file, you will not be able to continue with the inviting the members.
Continue to import the verified users in to your Optery for Business account
Updated on: 21/06/2025
Thank you!