Importing Users Through Template

Workflow

To import users efficiently, follow these steps:

Download the Template: Use the “Get Template” button to download the required CSV template.

Do Not Alter Column Names: Ensure that you do not change the column names in the template, as the system requires them to match exactly.
Follow the Format and Value Types:
- Each column in the template expects specific types of data.
- Example of the required format:


First Name,Last Name,Country Code,Phone Number,Email,Send Invitation (Yes/No)
John,Doe,+1,5551234567,johndoe@example.com,No
Jane,Smith,+44,7723456789,janesmith@example.com,Yes

The “Send Invitation” column determines whether the system sends an invitation email to the customer upon import.
- Yes: An email invitation will be sent automatically.
- No: No email will be sent to the customer.

Allowed File Types and Size

When uploading the file:

Ensure the file is in CSV or TXT format.
The maximum allowed file size is 10 MB.

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Files that do not adhere to these requirements will be rejected.

Upload Process

Step 1

Click the “Import” button.

Step 2

Select your completed template file.

Step 3

Ensure the file meets the format and size requirements.

Step 4

Confirm the upload to process the customer data.