Import Multiple New Users

This process will allow you to import multiple users from an Excel file to create the user login.

Setup the CSV Import File

The CSV spreadsheet MUST have teh correct column headers to import correctly. CSV spreadsheet column headers are as follows and must be in this order:

  1. Last name
  2. First name
  3. User ID
  4. Password

Complete the Import File

Import the File

NAVIGATION: SYSTEM menu > Admin Tools > User Setup

  1. Click the IMPORT USER INFORMATION button.
  2. In the SELECT NEW FILE field, click the paperclip to navigate to the CSV file you have saved on your computer.
  3. Click the READ FILE icon.
  4. The grid will display the users you have set-up in the CSV file.
  5. Review the information to ensure it is correct. Click the CREATE USERS icon.
  6. To review the users, close the screen and on the USER SETUP screen, use the BROWSE button on the USER NAME field to see the complete list of users.

See also Setup New Employees

1/2025

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