How do I bulk import users?
You can bulk import users to add multiple users from an uploaded file using the instructions below:
- Click 'Users' in the navigation bar on the left-hand side of the page.
- Choose 'Add users' on the right-hand side of the page.
- Select the order you would like to add the users to.
- Click ‘Import’ on the top right-hand side of the page.
- Select your file to upload. You can upload files in .xlsx, .xls, and .csv formats.
To bulk import users, the uploaded file should contain the following details for each user:
- The user’s first name
- The user’s middle name (if required)
- The user’s last name
- The user’s email address
You can sort the user details into these columns in the original file, or the user details can be sorted after uploading the file to the Hub.
- Once the file has been uploaded, select the row containing the headings (first name, middle name, last name, email address) using the tick boxes on the left-hand side. Then click ‘Next’.
- On the ‘Match Columns’ screen:
- Use the drop-down lists at the bottom of each column to match the columns from the uploaded file to the relevant Hub headings.
- Any additional columns from the uploaded file can be deleted by clicking the ‘x’ in the top right-hand corner of the column name.
If you delete the incorrect column, click the circle icon in the top right-hand corner of the column name to restore it.
Once you have matched the imported file columns to the Hub headings, click ‘Next’.
- On the ‘Validate Data’ screen, any errors, such as missing names and invalid or duplicate emails in the entry for uploaded details, are highlighted in red.
- To view only entries containing errors, turn on the toggle in the top right-hand corner. To show all entries, you can toggle this off.
- To view the error by hovering your cursor over the highlighted entry.
- To correct the contents of an entry, click on the box and type to edit.
- To delete one or more rows, click the tick boxe(s) on the left-hand side of the row(s) that you would like to delete, and click ‘discard selected rows’.
- When any errors have been resolved, click ‘Confirm’.
- You will be returned to the ‘Add Users’ page, where you can view all user details from the imported file. From here, more users can be added manually if required.
- When all users have been added, click ‘Add Users’ to complete adding users to the order.