Bulk Import Users


Here you can upload an Excel file (xlsx format) containing data of users you want to bulk import. Once you have uploaded the file, you will be required to map your user fields before executing the import. An example import file can be downloaded on the Bulk Import Users page.

  1. In the main menu go to Users and select Bulk Import Users.
  2. Download the Sampledata.xlsx file.
  3. Open the file and add the users into the Sampledata.xlsx file.
    1. Required fields: Email, Name, User Level, Company Name.
      1. The Email must be unique to each user.
      2. User Level for each user must be set to an existing level.
    2. Optional fields: Add new columns for mapping to the users’ Additional Info page.
  4. Save the file.
  5. Click the Browse button, and select the saved file on your computer.
  6. Click the Upload button.
  7. Use the field mapping to match the columns with their appropriate fields.
  8. Click the Send Welcome Emails box to send the Welcome Email to all users being imported.
  9. Click the Import button.
  10. The next page shows the Status of the import.
  11. These users are now in the User Report.


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