This article explains the three ways to add people to your PerkUp directory — inviting them one at a time, importing a CSV, or syncing from your HRIS — and when to use each. You need admin access for all three methods.
How do I invite a team member by email?
To add one person at a time, go to your Directory and send an email invite. You'll choose a role for them at the same time — Member, Manager, or Admin (full access) — so their permissions are set before their first login.
Open the Directory in your PerkUp admin dashboard.
Start a new invite and enter the person's email address.
Choose their role: Member, Manager, or Admin (full access).
Send the invite.
The person appears in your Directory immediately with an invited status, and their role can be changed later from the Directory at any time.
How do I add many people at once with a CSV?
For bulk additions, use the guided CSV import. Download the provided template, fill in each person's details, and upload it — the import walks you through matching your columns to PerkUp's fields.
The CSV template includes fields for name, email, and role.
You can also include shipping addresses in the same CSV, which is useful if you plan to send direct-mail gifts (swag shipped straight to an address, no redemption email) to these people later.
The guided import shows you a preview before anything is created, so you can catch mismatched columns first.
Once you confirm the import, every row becomes a person in your Directory.
How does HRIS sync add team members?
If your organization connects an HRIS (human resources information system), PerkUp can sync your team automatically instead of requiring manual invites or CSV uploads. PerkUp integrates with 40+ HRIS providers.
Once connected, new hires, role changes, and terminations in your HRIS flow into PerkUp on their own — you don't need to invite or remove people by hand. HRIS sync can also import personal emails and shipping addresses if those fields are available in your provider. Admins pick their HRIS on the integrations page and follow the provider-specific steps shown in the platform — see "Syncing your team from your HRIS" for setup steps.
What happens with reward recipients who aren't in the Directory yet?
You don't need to add someone to the Directory before sending them a reward. If you paste in an email address that isn't already a person in PerkUp, that email is automatically created as a new person the moment you send or schedule the reward. They'll show up in your Directory going forward.
What role should I pick when adding someone?
Every person you add — by invite, CSV, or HRIS — needs a role: Member, Manager, or Admin (full access). If you're not sure which to choose, see "Granting admin or manager access" for what each role can do and the extra permission managers need to send rewards.
Directory tips
Blocking vs removing: "Block" keeps someone in the directory but they receive nothing; removing takes them out entirely.
Rejoining: filter the directory to removed people and use "Add to organization" to restore someone.
CSV re-uploads update existing records by email; an upload never removes people — offboard separately.
If a CSV row fails validation it's usually an empty required field or a wrong date format — filter to the failed rows in the importer, fix, and re-upload just those.