The Enhanced Bulk Import feature in User Admin lets you manage employee data efficiently in two ways:
- Upload user details – Add multiple new users to the account at once using a downloadable Excel template.
- Extract existing user information – Export all current employee records into a single Excel file for review or backup.
Note: You must be logged in as a SuperAdmin to access the Bulk Import feature. |
Adding User Details
To bulk-add employees to the account, download the blank template, fill in the required details, and upload the completed file.
Step 1: Log in as SuperAdmin and click the dropdown menu in the top navigation.
Step 2: Click User Admin.
Step 3: Click the Enhanced Bulk Import tab.
Step 4: Click the Download Blank Template button to download a blank Excel file.
Open the downloaded file, fill in all required employee details, and save it before proceeding.
Step 5: Drag and drop the completed file into the upload area, or click the box to browse and select the file from your computer.
Step 6: Click the Import button to submit the file.
Note: If the import is successful, the new employee records will be added to the account immediately. If errors are detected, review the on-screen error messages, correct the file, and re-upload. |
Extracting Existing User Information
You can export all existing employee data into a single Excel file. This is useful for reviewing current records, performing bulk edits, or keeping an offline backup.
Follow Steps 1–3 from Section I above to navigate to the Bulk Import screen, then continue with Step 4 below.
Step 4: Click the Existing Users Template button to download the export file.
An Excel file containing all existing employee details currently on the account will download automatically.
Step 5: Save the file to your preferred location.
Tip: You can use the exported file as a starting point for bulk edits. Once updated, re-import the file using Section I above to apply the changes. |