Difference between revisions of "Import users from Excel"

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1. Download Excel template file.
 
1. Download Excel template file.
  
2. Open it in Microsoft Excel and fill in the data into the corresponding columns.
+
Open it in Microsoft Excel and fill in the data into the corresponding columns.
  
3. Click the "'''Choose file'''" button to upload the template with your information to the system.
+
2. Click the "'''Choose file'''" button to upload the template with your information to the system.
  
4. Press the "'''Upload'''" button to import the template:
+
3. Press the "'''Upload'''" button to import the template:
  
 
[[file:Import users from Excel page final.jpg|border|500px]]
 
[[file:Import users from Excel page final.jpg|border|500px]]
  
 
If there are any errors you will be prompted to download back the uploaded file with errors marked in it. Fix the errors and try to upload the file again.
 
If there are any errors you will be prompted to download back the uploaded file with errors marked in it. Fix the errors and try to upload the file again.

Revision as of 09:54, 13 November 2017

If you already have the list of users with their contact info, you can easily import it without the need to enter such information manually.

To do so, go to the Users=>Import from Excel:

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The users' information is imported step-by-step:

1. Download Excel template file.

Open it in Microsoft Excel and fill in the data into the corresponding columns.

2. Click the "Choose file" button to upload the template with your information to the system.

3. Press the "Upload" button to import the template:

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If there are any errors you will be prompted to download back the uploaded file with errors marked in it. Fix the errors and try to upload the file again.