Import users from Excel

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Import new users from Excel page:

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.

Please note that this option is available only for the account owner.

To do so, go to Users → Import from Excel:

Import from excel.png

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:

1 import.png

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.

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