How to Bulk User Import

Guide

Here are the steps to

• Navigate to the import page in the admin pages "/admin/imports".
• Create a User import (create button is top right of the screen).
• Upload csv file with your user data. There may be a small delay after uploading this file and the view changing.
• Once the view changes you will be able to select what column of your CSV should be used for what part of the user data. This is called the column mapping.
• After adding all of the data mappings, click the update button (save the changes), you can can upload users.
• The upload may fail for several reasons, you will see a list of errors at the top of the page. If this occurs, the errors are likely validation issues, malformed data, etc. update your csv, and reupload. You can then run the import again.

Note: Partially successful imports may happen. If it does, you can use the same CSV, users that are already present in the system are ignored.

Validation and Data formatting

Email

This must be a valid email address. If you are testing and using a Gmail account, you can use the "+ trick" to create a unique email that will forward requests to the origin,

e.g., test@test.com and 'test+2@test.com are different emails, but all emails will go to test@test.com.

Phone Number

Phone numbers in your csv file must be of the form +18882226666

Role Id or Name

The System will match the Role ID or the Role name to whats currently set in your Client. The import will fail if the Role has not been set. Note: if your using the Role Name it must be an exact match including character case.

Supervisor

To set the supervisor of the user you will have to enter the email address of the supervisor within this column. This email must either exist within the Client or also be in the import csv. It does not matter the order of the users in the csv (supervisor first or last). User import will be sequenced correctly.

Address information

The address fields have very little content validation. So any data entered here will likely be fine.