People & access

Import your team from a connected system

If a system you've connected already knows your people — a CRM's owners, an ERP's users, the engineers on GitHub, the agents in Zendesk — you don't have to type them in again. Sources that expose a member directory offer “Import people”: pick who to bring in, and accounts are created for them in one go.

1. Open the source (Documents → click it). While it's being set up, “Bring your team in” appears as an optional step; later it's always available as Import people… in the ⋯ menu.
2. Review the list it found — name and email, exactly as the platform reports them. People who already have an account here are marked and skipped automatically.
3. Tick the people you want (or Select all), choose the groups their accounts start with, and whether to email each person their activation link right away.
4. Create. Each new account appears under Users as Invited — activation links are always available there to copy.

Which sources can do this

HubSpot, Salesforce, Pipedrive, Zoho, Dynamics 365 and Odoo (their user/owner directories); GitHub and GitLab (members — only those with a public email can be imported, since the email becomes the account); Jira, Zendesk, ServiceNow, Linear, Asana, ClickUp, Basecamp, monday.com and Zoom (workspace members); Personio and BambooHR (the employee directory itself — usually the fastest way to onboard the whole company). The list is read fresh from the platform every time you open the picker.

Last updated 29 Aug 2026