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How do I upload all the users in Bulk using USERS BULK UPLOAD?

Table of Contents :

How do I upload all the users in Bulk using USERS BULK UPLOAD?

1. Login to your account using the username and password provided.
2. Hover on the Users tab and Click on Users sub-menu tab.
3. Click on USERS BULK UPLOAD Button. It will open a new window.
4. In a new window, Select User Level and Client from the dropdown list.
5. Select the file to upload.
6. Click on Upload Button to Upload document.
7. It will display the columns to map with uploaded columns, you can map mandatory fields.

Note:All the columns should be mapped properly with respective columns Ex: First Name, Last Name, Email Address
8. At the right side, Click on PREVIEW or CONTINUE Button.

Note: If you click on PREVIEW button, the system will show preview for uploaded users list.
 
9. If you click on Continue Button, It will open a pop up message. Click on OK button.
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.
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  1. Lauren Partridge

  2. Posted
  3. Updated

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