Import Users

This article will show you how to use a CSV file to import users into your Organization.

Import File Rules

A template is included as a resource at the bottom of this article.

• Include the following columns in the following order:

  1. First Name

  2. Last Name

  3. Email

  4. Secondary Email

  5. Phone Number

  6. Groups

• Imported file must be .CSV

• Row one must include the label of the field

• Groups with which to associate the user can be added to the last column(s) with one group per column

• Existing users' groups will be updated, but all user information will be unchanged

Who can use this feature?

Organization Owners

Instructions

1. Log in to the Staff Portal

2. Navigate to Users

3. Select Import Users

4. Upload the .CSV file

5. Click Import

Resources

• Groups Overview