Before starting the import, you need to prepare an .xlsx file with a list of users. For the fields containing information about users to be recognized correctly, we recommend using the import template. You can download the template in the Users section → Import and synchronization → XLS template to import users. Default fields (
reference) are required and can't be deleted.
To import a list of users from an .xlsx file:
Open the Import and synchronization page in the Import tab. This launches Stage 1 of user import.
This initiates Stage 2.
The new custom field will be added to all users in the current company, not just users on the import list.
This initiates Stage 3.
In this event, users with data containing errors will not be imported to the platform.
If you cancel the import after correcting the errors in the .xlsx file, you will need to start the import process over from Stage 1.
To continue the import, click the Continue as-is button.
This initiates Stage 4.
There is also a button to download or email a report on imported users.
This initiates Stage 5.
If required, you can change the order of automatic distribution rule application or create a new rule in the Rules setting section.
The users are now imported and displayed in the list in the Users section.Page top