Add multiple users from CSV file

The purpose of this article is to guide Merchant Admin user types in the workflow of creation of additional users as users sub-companies within a given website.

Overview

A user can be created through the dashboard or through the api, where each record is created individually, each field specified. In addition to this, a bulk import feature is available that serves to bulk create several records in this same workflow.

Getting started

To populate, set the important fields for a user, without a need to edit each record created individually, build the items as follows prior to attempting a bulk import job.

• Contact Global ID. The unique value that defines each user, in the case that the Contact was previously established within the customer relationship manager application. Note: if the global_id for a given company is not set, a new record will be established and associated to a new global_id.

Add users from a CSV file

Proceed through the following workflow to bulk import companies from a csv file.

• Log in to the dashboard as a Company Admin.
• Tap Users on the left sidebar navigation.
• Navigate to the top menu bar search box and input the name of the target merchant company to set, the correct company.
• Navigate to the action menu on the top right of the application and select the Import Users action menu item. Opens the modal popup where the source CSV file can be added.
• Tap the text download template to get an example template file.
• Open CSV file and append each row for each user target for import. Note: ensure that the required fields listed below are populated and complete for each user.
• Save CSV file and Import CSV within Import Users from CSV modal popup.
• Look for an email to see the details, results from the Import User from CSV job requested or check the log files.

Important fields

• company_id – Company ID the user belongs to (required)
• first_name – User’s first name (required)
• last_name – User’s last name (required)
• email – User’s email address (required, must be unique)
• status – Active status: true/false (optional, default: true)
• roles – Comma-separated roles: admin, manager, staff, sales_agent

Resolve common errors

Check the logs and the response email. Take additional actions to resolve common errors.

Note: user type record does receive a welcome email upon record creation. Such an email is reserved for a user record type, which is managed within the Edit User Detail View inside the application. Target: open the newly created user record to make changes to the newly created record.

Next Steps

Once User record is successfully created, proceed through the workflow that gives a user access to the account.