Import User Information

Admin Users can import/add users using a spreadsheet, Excel file, or CSV file. Ensure that the spreadsheet is well organized with the first row containing the headers for all the columns such as first name, last name, cell phone, etc.

Note: If this option is unavailable to you, please contact our Customer Success Team at [e-mail].

Below are the steps used to import or add your users:

• From the Users menu in the top navigation bar click Import Users.
• On the Import screen click Choose File or Browse…
• Locate the file on your computer and click Open.
• Back on the Import screen click on Next Step.
• On the Import screen notice that all the columns in your spreadsheet are listed in the gray area to the left.
• Under User Options select Do Not Delete any Users if you want to ADD the spreadsheet of users to the current database. Or select Delete Users that are NOT in the Import file to replace the current database of users with the spreadsheet of users you are about to import.
• Under User Type (required field) select what level access you want the imported list of users to have. (NOTE: Only one User Type Level can be specified and imported at a time. If your list contains a mix of users at both Level One and Level Two, the list will need to be broken into a lists for each User Type and imported separately.)
• Under Contact Options select Do Not Delete any Contacts if you want the existing contact information for the users to remain and add additional contact information from your import sheet. NOTE: Contact information means phone numbers and email addresses not users. Select Delete Contacts that are NOT in the Import file and the User has NOT LOGGED IN if you want to delete contact information for users who have never logged into the program (this is a less common choice). Select Delete Contacts that are NOT in the Import file EVEN IF THE USER HAS LOGGED IN if you want to delete contact information for users in the program even if they have logged in to the program (this is a less common option).
• Under User Information use the dropdown menus to select the field headings in your spreadsheet that correspond to the field headings in the system (Your field names may be different. The fields just need to contain the same information.). First Name is a required field. Leave not used selected in any of the menus for which your spreadsheet does not have a corresponding field.
• Click Import to upload your users into the system. Once the import is complete, the system will display how many rows were processed. Check this against your spreadsheet to ensure that the correct numbers of users were processed into your system.
• Click the link to the invalid contacts screen to view any errors. This will list any invalid Phone/Email contacts during the import process.
• From the Users menu in the top navigation menu click View Users to view your imported users.

Still have questions? Contact our Customer Support Team, at [e-mail]. 

Updated June 13, 2025 13:33