How do I add agents to Hustle?

Admins can add agents to Hustle groups:

• individually.
• via a CSV file.
• from another group.

Admins can also synchronize their agent list to a CSV file to both add and remove agents. For information on how many agents you can add to a group, see What are the limits for groups, agents & contacts?

For instructions on how agents, as well as admins, can create accounts, see How do I create a Hustle Account?

Note: Agents may also be referred to as texters, volunteers, organizers or another custom term set in the organization's settings.

Skip to:

• How do I add a single agent?
• How do I add agents in bulk? 
• How do I add agents from another group?
• How do I sync my agent list with a CSV file?

How do I add a single agent?

To add a single agent:

1. From the admin panel, click Groups > the name of the group you want to add agents to.
2. Click Agents > Add Agent. 
3. Click Add agent.
4. Enter the agent’s information.
   • Check Send security code immediately if the agent should receive a security code once they've been added.
     
     
5. Click Add agent.
   • Check Send security code immediately to send the invite texts out to agents who haven't created their account. They'll receive a text with the code once they've been added to the group. For more information, see What if I didn't receive an invite?

Admins can add agents to their group in bulk using a CSV file with the agents:

• Full name: The name that admins will use to identify agents in groups.
• Preferred name: The name that will be replace the <agent name> variable in scripts. For more information, see How do I write scripts?
• Phone number: The phone number associated with the agent's email on the account.

To add agents in bulk:

1. From the admin panel, click Groups > the name of the group you want to add agents to.
2. Click Agents > Add Agent. 
3. Under Add multiple agents, click Choose a CSV file. Admins will then be prompted to choose a CSV file to sync with a group’s agent list.
4. After you’ve selected your CSV file, use the drop down menu to map the phone number and full name headers to the columns of your CSV file.
   • Click check Send security codes immediately to send the invite texts out to agents who haven't created their account. They'll receive a text with the code once they've been added to the group. For more information, see What if I didn't receive an invite? 
5. Click Import agents to start adding agents into the group. 

How do I add agents from another group?

Admins can add existing agents from another group in the org by searching and selecting for the agent in the field under Add from another group. The agent will be added to the group as soon as they have been selected.  You can also search by Name, or Phone Number.

How do I sync my agent list with a CSV file?

Admins can sync their agent list with a CSV file so the group will only include the agents from the CSV file and remove all others.

Under Synchronize agents from a CSV, click Choose a CSV file. Admins will then be prompted to choose a CSV file to sync with a group’s agent list.

Admins will then need to map the agents phone number, first name, and preferred name fields.

The number of agents that will be removed and added once the import is complete will be noted at the bottom.

Once the import is complete:

• Agents who are not in the group and included in the file, will be added to the group.
• Agents who are in the group and not in the file will be removed from the group.
• Agents who are in the group and included in the file will be updated to reflect any changes (e.g. new preferred name).

Note there are some limits to how many agents you can add to a Hustle group. For more information, see What are the limits for groups, agents & contacts?