Bulk Uploading Participants

There are two ways to bulk upload participants:

• Inside a cohort – if the cohort already exists and you want to upload users to it
• Outside a cohort – if you want to create cohorts via the Excel template or update users across multiple cohorts

You can also bulk upload users into both Momenta and Coach OS at the same time, as long as all setup steps are completed beforehand.

1. Ensure the cohort exists in Coach OS and is correctly linked to the corresponding project (same name as Momenta journey).
2. Create the cohort in Momenta and toggle Create Coach Users.
3. Select the correct Coach cohort and choose a Default Coach.
4. In your Excel sheet:
   • Fill in the Coach Email (Column E)
   • Include the exact Cohort Title (Column F)
   • Ensure the sheet name matches the Cohort Journey Code
5. Follow the outside-the-cohort upload method below.
6. Double-check the Coach cohort afterward to confirm the sync worked.

1. Go to Experiences & Cohorts and open the desired client and experience.
2. Click the three dots > Cohorts > open the cohort.
3. Click the three dots in the upper right corner > Download Import Template.
4. Clear the Excel file (keep headers) and enter participant data:
   • Required fields: First Name, Last Name, Email, Role
   • Optional: Add temporary passwords for testing
5. Ensure the Excel sheet name matches the Cohort Journey Code.
6. Click the three dots again > Import Roster > Upload the file.

1. Go to Experiences & Cohorts > select the client and experience.
2. Click Download Import Template (top-right).
3. Clear the file (keep headers) and fill in user data. Refer to the Descriptions tab.
4. Optional: To create a new cohort, enter a Cohort Title in Column F. This will create the cohort during upload.
5. Ensure each sheet name = Cohort Journey Code.
6. Click Import Roster and upload your completed sheet.

1. Select the cohort(s) and click Export Roster.
2. Edit the Excel file to update user info (e.g., team name, email, role).
3. Re-upload using Import Roster.

There are two core team types used during uploads:

• Single Team (POD-style): Each user belongs to one team in a cohort.
• Cross Team: A user can be in multiple teams (comma-separated in the Excel).

Additional notes:

• Team names can be reused across cohorts, but are treated as separate entities
• Teams are created automatically during Excel upload

• Each cohort gets its own Excel sheet when exporting/importing
• Users are unique to a journey, not to a client
• Upload sheets create or update teams automatically
• Sheet names must match cohort codes for successful import

• Double-check journey selection: When uploading outside a cohort, verify you're in the correct journey before uploading — new cohorts created in error can only be deleted by the Dev team.
• No duplicate cohort names: Even across journeys, duplicate cohort titles can cause system errors.
• Coach OS dropdown empty? This means the Coach cohort isn’t correctly set up or synced.
• Sheet names matter: Each tab must match the Cohort Journey Code exactly.