Create Users & Profiles via Excel Import

With the Excel import, you can create multiple users and their digital business cards (profiles) in Lemontaps at once.
This is especially helpful if you want to add many employees at the same time or already have an existing Excel list (e.g., from HR or IT).

Video Tutorial
In this video, you can see the complete Excel import explained step by step:

Step-by-Step: Import Users & Profiles via Excel

1. Open the Excel Importer

Go to the User Profiles page, click "Bulk Actions" in the top right, and select "Add Profiles".

2. Fill out the Excel file

In the pop-up, you can download the Excel template.

(Note: You can also use your own Excel file and map the columns to the correct fields in the next step.)

Fill the Excel template with your employees’ data in the corresponding columns. Required fields:

• First Name

• Last Name

• Email Address

All other fields are optional.

Recommendation:
Enter only the individual contact details of the users in the Excel file.
Information that is the same for all profiles or certain subgroups (e.g., company name, address, website link, or company LinkedIn link) should be managed via standard content. This way, these details can be updated centrally and much faster later.

→ Set standard content for profiles

3. Upload the Excel file and map columns

Upload your Excel or CSV file in the same pop-up.

Then map the columns of your file to the corresponding Lemontaps fields. If you use the Lemontaps Excel template, most fields are automatically mapped correctly. Click "Next" to continue.

 

4. Review data & complete import

You will now see a preview of all users and profiles to be created:

• Invalid or missing entries are highlighted in red

• You can correct errors directly here

When everything is correct, click "Submit".

The users and their digital business cards will now be created in Lemontaps. This process may take a few minutes. Refresh the page afterward to see the new users.