How to bulk import users

You must be logged in to the admin portal.


Click on Users, then Import.





You must click on Import List.





Download the Template file to use.





You must complete the Excel file. The first three columns are required fields (email, firstname and lastname); the other columns are optional, depending on what information you want to add to participants or modify.




Save the file to your computer.


Give your import a name in the Import Description field. Ex: Import Sales Department April 22, 2024.


You must import the Excel file into the import page in the location indicated by the first red arrow in the image below.


Then indicate whether you want users who already exist in the portal to be updated with this import (yes or no). Location indicated by the 2nd red arrow in the image below.


You must indicate whether you want new imported users to receive an email asking them to create a password. Location indicated by the 3rd red arrow in the image below.


Click Send. Location indicated by the bottom red rectangle.






Updated on: 06/21/2024

Updated on: 06/25/2024