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:
- First Name
- Last Name
- Secondary Email
- Phone Number
- 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
- Log in to the Staff Portal
- Navigate to Users
- Select Import Users
- Upload the .CSV file
- Click Import
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