Bulk Admin Job - User Import

Please refer to Accessing Bulk Admin Jobst o begin.

To add new users to your organisation follow the steps below:

1. Click the arrow and select “User Import”  then select “Download Template”.

2. When you open the template enter details of the users:
username of the account (keep same format as your other users in the system), first name, last name, email, suborgid (click here to learn how to obtain this).
The other fields (dob, middle name, phone, gender title) are optional.

3. Save your CSV and upload or drag it  into the box below.

4. Select the DOB Format (as entered on your CSV). **Not required if this field is blank**

5. Under “Send User Registration Notifications” advise if you want these to be sent.

Note: Yes - If you want the log in details emailed to your users; No - if log in details are not to be emailed.

6. When it has been uploaded click “Submit”.

7. The job will then process.

Notes: 

• The job may have the status “Queueing” the job runs in the background and processes 10 rows of your CSV per 30 seconds.
• Each template can only have a maximum of 1000 rows.
• If you have an integration please contact your Customer Success Manager as we do not recommend using this feature.