Perkup

PerkUp Help Center

A CSV can be a useful way to maintain and manage your team’s people directory. 

We’ve made it easy to upload a CSV into your company’s PerkUp account and add all of your employees at once! Here’s how to do it. 

2. Once here, scroll to the bottom of the screen to find the “Upload CSV” option. 

3. Click on “Drop CSV” to import a previous file into your company’s PerkUp account. 

4. Click on “Download Template” if you’d like to create a CSV file to upload:

Here is the necessary information recommended for each employee in the CSV file:

Employees will receive updates and notifications and can accept all gifts and rewards via email

This is to help Admins organize their employee directory and create “Labels” inside the platform to categorize teams

Similar to Department - helps categorize and organize employees within PerkUp

Similar to Department - create groups within PerkUp

Providing a start date streamlines work anniversary rewards within PerkUp to ensure that you never miss out on an employee’s professional milestone.

Providing employee birth dates streamlines birthday rewards within PerkUp to ensure that you never miss out on an employee’s special day.

It’s important to note that when you need to make adjustments to your current CSV, you can upload a new file and it will be automatically updated in the company’s PerkUp account. 

Although you’re unable to delete or remove a current CSV, you can upload new ones at any time and the platform will make the necessary changes!

However, please note that individuals are not removed based on new CSVs. For example, if an employee was listed in the first uploaded CSV, but not the second one, they won’t be removed from the organization this way. 

Please reach out to our support team if you have any further questions about your company’s CSV. 

Find out where the CSV option is and how to download one into your company’s PerkUp account!

How to upload a CSV into PerkUp

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

Download the CSV template to see example headers you can use.



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.



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 

Formatting Your CSV for Bulk Uploads

After you upload your CSV and match your headers, PerkUp will validate the data before importing it.

Use the filter to view only the failed fields for easier troubleshooting.



: Data that doesn’t match the expected format (e.g., wrong date format, invalid email address).



: Data in the wrong format for that field (e.g., text in a numeric field).



Correct all failed fields before completing the upload to avoid missing or incorrect records in PerkUp.



CSV Uploads

How to upload a CSV into PerkUp

Formatting Your CSV for Bulk Uploads

Validating and Fixing Common CSV Upload Errors