CSV team import

You can create and update Swarmia teams and memberships in bulk using a CSV file. This is especially useful if you're new to Swarmia and haven't configured your teams yet, or if you already maintain team memberships in a spreadsheet.

Who is this for?

CSV import is a good fit for organizations that:

• Don't yet have Swarmia teams configured

• Don't have up-to-date GitHub teams or another data source that can be synced via the team API

• Already maintain team memberships in a spreadsheet or can easily export teams as a CSV

How to get started

Navigate to Settings → Teams & members, click Create teams, and select Create or edit teams with CSV.

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Initial import

Use this flow when setting up teams in Swarmia for the first time.

1. Download the CSV template from Swarmia

2. Fill in your team details

   • teamId

   • teamName

   • parentTeamId (optional)

   • memberEmail (optional)

   • memberName (optional)

3. Upload the CSV to Swarmia

4. Review the proposed changes and confirm

You can create empty teams, for example, parents, by leaving the memberEmail and memberName columns empty. The UI highlights any errors with instructions on how to fix.

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Updating existing teams

Use this flow to add members, rename teams, or adjust the hierarchy for teams already in Swarmia.

1. Export your current teams and memberships as a CSV from Swarmia

2. Edit the file — add or update teams and remove memberships as needed

3. Upload the updated CSV to Swarmia

4. Review the proposed changes and confirm

You can remove members from teams by typing TRUE in the remove column. Teams cannot be removed via the import, but you can do it in the UI.

If you export teams that were created with another method, the teamId and parentTeamId columns show the existing Swarmia team ID.

Example of a CSV containing existing teams. Remove members by typing TRUE in the remove column.

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After a CSV import, you can continue making changes to your teams directly in the Swarmia UI.