How can I bulk upload users?

Zapnito Support Team on Jul 01, 2022 • 1 answer
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Answers

Bulk uploading users is really easy! Head to Settings > Users and click the upload users button.

We’ve listed out all the steps for what your file should look like and even got a CSV template for you to download. The mandatory fields to be included in this file are: “Name, Email, Title, Company, Professional Reg Number, Password, Group Name, Type”. “Title, Company, Professional Reg Number” can be left blank. Please note that “Type” is either ‘Person’ or ‘Organisation’, as appropriate.

Once you’re happy with your CSV file, then you’ll receive an email to let you know if the upload has been successful. It will highlight any errors if not.

Alex Thompson on Jul 01, 2022
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