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Formatting Your CSV for Bulk Uploads

Last updated August 15, 2025

When uploading people in bulk to PerkUp, you can use our template or your own CSV format.

1. Download the Template (Optional)

  • Go to the Integrations tab or the People tab.
  • Download the CSV template to see example headers you can use.

2. Using Your Own Headers

  • You don’t have to use the exact template headers.
  • You can use your own column names and match them to PerkUp’s headers during the upload process.

3. Required CSV Formatting

  • Your CSV must include headers in the first row.
  • Ensure data in each column matches the type of information indicated by the header (e.g., email addresses under “Work Email”).

If you need additional assistance, please reach out to our live support in the bottom left-hand corner or email us at help@perkupapp.com.

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