How to import anniversaries using a CSV (Anniversaries)
How to import birthdays and work anniversaries into the Anniversaries app
You can import anniversaries into the Anniversaries app using a CSV file. This allows you to quickly upload multiple birthdays and work anniversaries in one go using a structured template.
Jump to
Download the CSV template
To get started, download the CSV template file. This gives you a correctly structured file to work from, including example rows to guide you.
Add your anniversaries data
Caution: Open the template in Notepad (or another plain text editor) - not Excel. Excel may reformat dates in a way that the Anniversaries app won't recognise.
- Right-click the downloaded file and edit with Notepad (or another plain text editor)
- You'll see the existing example rows in comma-separated format
- Add a new line for each anniversary, following the same format:
jane.doe@accelerator365.com,Jane Doe,work,2025-12-31,Accelerator 365,HRColumn Description Example User Email address of the user jane.doe@accelerator365.com Name Name of the user Jane Doe Type birthdayorworkwork Date Date in format YYYY-MM-DD 2025-12-31 Title Title displayed on the card Accelerator 365 Subtitle Subtitle displayed under the title on the card HR -
Once all entries are added, go to File > Save, and ensure the file is saved in CSV (Comma delimited) format
Upload your CSV file
Once your file is complete:
- Edit the Anniversaries web part and navigate to the anniversaries data configuration settings
- The Manual CSV upload option will allow you to import a file. Select Choose file and upload your completed CSV file
- Select Next and Fetch anniversaries data