How To Import Users

Modified on Wed, 8 Oct at 5:38 PM

To import your users into your platform go to Admin > Users and click on the Import Users icon.

You may use the template attached below, which will keep your data clean and help you map your fields. 

Note not all fields are required, at the minimum a First Name, Email Address, Division & Group is required.

 

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Select your file (must be a csv) and then click on the Initiate Import button and choose between “Add all as New” or “Update Existing Users”.

Screen_Shot_2018-07-27_at_11.26.07_am.png

Once imported this will take you to the Map Field screen. Please select the appropriate headings (First Name, Last Name, Email, Division) from the drop downs.

For Status, ensure that that you place 'A' or 'S' in your spreadsheet (A = Active, S = Suspended)

If you need to remove User as Group from users in bulk, remove it from the Group Column. It also works vice versa, adding in User as Group to the Groups column will enable User as Group for that user, including any permissions the User as Group user had before.

Screen_Shot_2018-07-27_at_11.26.24_am.png

Once selected click on the Import Records button and the users will be added to your platform.

 

 

 

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