Bulk Import Invitees via CSV

[mathaix]

User Story

As a manager
I want to import invitees from a CSV file
So that I can quickly invite large numbers of participants

Acceptance Criteria

CSV Upload

• Upload CSV file via drag-and-drop or file picker
• Supported formats: CSV, XLSX
• Max file size: 5MB
• Max rows: 500 invitees per import

CSV Format

• Required columns: email
• Optional columns: name, role, department, agent
• Column mapping UI if headers don't match exactly
• Sample CSV template downloadable

Validation & Preview

• Parse CSV and show preview table
• Validate emails (format, duplicates)
• Highlight invalid rows in red
• Show validation summary: X valid, Y invalid
• Allow editing in preview before import
• Option to skip invalid rows or cancel

Agent Assignment

• If agent column present, assign to named agent
• If no agent column, assign all to selected agent
• Auto-assignment based on role if enabled

Import Execution

• Progress indicator during import
• Create invitation records in batch
• Send emails in batches (rate limited)
• Show completion summary

Error Handling

• Partial success: show which failed
• Download error report CSV
• Retry failed rows

Technical Notes

• Use streaming parser for large files
• Background job for email sending
• Transaction for database inserts
• Rate limit email API calls

Definition of Done

• CSV upload working
• Validation and preview working
• Batch import working
• Error handling working
• Code reviewed and merged

Requirement ID

IN-08

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