Import Users from Spreadsheet

The Import Users from Spreadsheet option allows you to add multiple User Profiles to the account.

To upload user data from a spreadsheet:

  1. Click Import Users from Spreadsheet under the Administration menu. The Import User Information dialogue box opens with Choose Input File tab displayed.

    2. Note: You can download a blank excel template clicking the Click here to download link next to Spreadsheet (.xls) Import User Template at the bottom of the screen.

  2. Browse to the location of the import file.

  3. Select the Users from the list by clicking on the checkbox to the left of the Login Name.
  4. Click the "Import Users" button to begin importing the Selected Users.

Note: To set default rights and options for all users on your account, see Setting User Rights and Setting User Options. To change passwords of users in your account, see Changing User Passwords.


Note: Users, other than Administrators, must be granted the Import/Export Clients, Forms & Users right to perform this task.