Import Utility

The import utility save you time by allowing you to import an Excel spreadsheet containing your people and optionally their roles within your organisation. The email address and name for a person is the minimum information required per row of the spreadsheet. When a spreadsheet is imported the system will check the email address of each row being imported and either create a new person if the email does not exist or update an existing user with the email address.

To download the template excel file:

Step 1 Select import on the left side of the screen

Select the link in the text which reads ‘Excel file’

To upload the excel file:

Step 1 Fill in all necessary information for users you will be adding

Drag and drop or select the excel file to upload in the import window

Select import and the users will be added to the system