Import Users (How-To)

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It is possible to bulk-add users to the app. By default, users added via this upload will be assigned to Location ID 1 (which is the first location created in your app). If you need to change their allowed locations you can edit their account after.

 

Import Users

  1. From Left-hand Navigation: Reports & More ยป Users, select Upload Users at the top.

    User management interface with options.

  2. You will be prompted to download an Excel file and fill out a template file that includes user first name, last name, email, cell phone number, and active status.

    Spreadsheet template for user data import.

  3. After you have filled out this sheet, add the file to the app by clicking Choose File and select import.

    Import page with file upload option.

  4. After uploading, you can edit the location assignments and other details.

 

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