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Can I import my users in bulk?

Yes! Save time by importing all your users at once, in bulk, instead of adding them one by one. Take these 5 easy steps:

How to Import Users in Bulk:

(Note - team admins will need to be added separately. Those instructions are included towards the end of this article.)

Step1:

Make sure you've gathered all the names and emails for all your users.

Step 2:

Open an Excel File or Google Sheet. In the first row, the required columns are

  • first_name
  • last_name
  • email
  • password (this column is optional, but super helpful!)

Your sheet should look like this:

Step 3:

Add the names and email addresses of each of your users. Make sure names are capitalized and that emails are all lowercase.

If you choose to set a default password, you can make each password different or the same. (Pro tip: Giving everyone the same password is easiest, each user can always change and update their password later on once they've logged in.)

Step 4:

Save or download the sheet in a .CSV file.

Step 5:

In your Team tab, click "Add a Member" and "import CSV". Select the CSV you'd like to import, wait just a moment, and your users will be added automatically!

How to add an Admin

Want to add a fellow Admin user? You'll need to add them separately from the bulk import csv file.

  • Click the Team tab
  • Click "Add a Member"
  • Enter their name and email address
  • Check the "admin" box

 

Have questions? Reach out to your dedicated Customer Success Manager and we'd be more than happy to help!

 

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