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How do I add Birthday sign-ups manually?

If you already have a list of customers with birthdates, then we can import your data into the Happy Birthday app via CSV file.

How can I import existing customer birthdates into the app?

Export your Birthday Club members as a CSV

Exporting your Birthday Club data

Adding Birthdays into Happy Birthday via a custom webhook URL

Steve Jones

How to import and export your Birthday Club members data

Importing & exporting

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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