How to Format and Upload a Contact List for Staff or Team Pulse Checks

Follow these instructions to successfully export a list of contacts we can import for your Pulse Checks®.

Need instructions on formatting and uploading a contact list for Parent Pulse Checks? Read this article.

Formatting a List

When pulling a contact list from your Student Information System or staff database, please export the following columns into a spreadsheet: 

  • Contact ID
  • Contact First Name
  • Contact Last Name
  • Contact Email
  • Contact Phone
  • Contact Phone Type (If you know it, include the phone type of mobile, landline, or undefined in this field).
  • Contact Language - (Click here for a list of languages Possip translates).
  • School (Organization, PTA, PTO, etc.) Name 

Your spreadsheet can be formatted using any spreadsheet software, including Microsoft Excel or Google Sheets. 

A spreadsheet with the aforemention headers (contact id, contact first name, contact last name, etc.) listed in the top row of a Microsoft Excel file.

Download this spreadsheet here.

Formatting Contact Lists for Multiple Staff Groups

If you are preparing contact lists for multiple staff groups at once, use the "school name" column to indicate which school, organization, PTA/PTO, etc. each contact is affiliated with. 

If your data export creates a tab or workbook for each group, create a blank “All Contacts” tab and copy and paste the data from each individual tab. 

Uploading a List

When you are ready to upload your new contact list, please complete the following steps.

STEP 1: Log in to


STEP 2: Click on “Documents” and “Add Document” and attach your document. 

STEP 3: Click “Save.”  

Note: Make sure you leave the setting on "public" to allow Possip and any admin on your team with login credentials to view it. 

Have a question about formatting, uploading your contact list, or starting Pulse Checks? Please email