Import Users

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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


Instructions

Who can use this feature?

Organization Owners

  1. Log in to the Staff Center

  2. Navigate to UsersThe Users option in the left-hand navigation menu.

  3. Select Import UsersThe Import Users button on the Users tab.

  4. Upload the .CSV file Interface for importing users with instructions and a file upload area.

  5. Click ImportThe Import button on the import users screen.


Resources