Last Update: October 22, 2021 8:19 AM

Import Multiple Users

Administrators can add new users one-at-a-time or in bulk.
To add multiple users using a CSV file, go to the Staff™ module:
  1. Select Import/Update Users then click Import Users
  2. Scroll down to select the columns you would like to include in the spreadsheet template.
    The following mandatory columns will automatically be included: First Name, Last Name, Role, Job Title, Username, Email, and Hired Date.
    You must include this information when creating new users.
  3. When you have checked all of the columns you want to include, click the Download Template button.
  4. Open the file in a program that supports CSV files, such as Microsoft Excel or Google Sheets.
  5. Complete the spreadsheet with your user information, using the Possible Values section on the Import/Update Users from CSV page as a guide.
  6. When you’re done, save the spreadsheet as a .csv file.
  7. Upload your file by clicking Choose a File at the bottom of the page.
  8. Review and confirm the information is correct and select Import.
If you are importing users from another system, make sure the column headers match the column names we’ve provided.
To learn how to update multiple users, find step-by-step instructions here.
NOTE:  After I import staff info via the CSV file, If I decide to add a few columns now and later decide I want to add additional columns to add more info, can I just simply reupload the csv file and it will overwrite my previous upload.  The answer is YES, however choose the option of Update instead of Import.  
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