Administrators and community owners can use the bulk import feature to add multiple Residents, Family Members, or Community Users at once — instead of adding them one by one.
📝 Note: Only Administrators and community owners have permission to use the bulk import feature.
Import Residents
Go to Residents → Click Import CSV → Drag and drop your file or click to upload → Click Confirm Changes to save.
Mandatory fields: first_name, last_name, location_id, date_of_birth (MM-DD-YYYY)
💡 Tip: You can find the location_id for each unit under the Locations section in your community settings.
Import Family Members
Go to Family Members → Click Import CSV → Drag and drop your file or click to upload → Click Confirm Changes to save.
Family members will receive an invitation to join Caily once imported.
Mandatory fields: first_name, last_name, email, resident_external_id
💡 Tip: Resident External ID can be found on the Resident Page next to the Resident Name.
📝 Note: If a family member is connected to multiple residents, separate each resident_external_id with a semicolon (;).
Import Community Users
Go to Community Users → Click Import CSV → Drag and drop your file or click to upload → Click Confirm Changes to save.
Mandatory fields: first_name, last_name, email, role, location_ids
💡 Tip: You can find the location_ids for each unit under the Locations section in your community settings.
📝 Note: If a community user is assigned to multiple locations, separate each location_id with a semicolon (;).
Maximum file size for all imports: 25MB
