This guide provides a step-by-step procedure for administrators on how to bulk upload users to the platform using a CSV file. This method is designed to streamline the process of adding up to 100 users simultaneously, emphasizing the importance of correct data formatting and field matching to ensure a smooth and error-free upload process.
Step-by-Step Guide:
1. Navigating to Settings:
Access the platform's settings to manage user data. From the admin dashboard, click on the 'Settings' option located in the dropdown panel on the left sidebar. This section contains various tools and settings necessary for account management.
2. Accessing User Management:
Locate the user management features. Within the 'Settings' panel, click on 'Users'. This action will direct you to the user management interface, where all user-related activities, including bulk uploads, are handled.
3. CSV File Requirements:
Prepare the CSV file according to specified guidelines. Before uploading, ensure your CSV file strictly adheres to the required format. The first row should contain the exact field names as specified: 'first_name', 'last_name', 'email', 'phone_number', 'account_type'. The phone number must be entered as a continuous string of numbers without formatting.
🚨 Deviation from the format provided in the template Google sheet will result in an unsuccessful upload.
4. Template Download:
Download the standardized CSV template. For accuracy and ease, download the CSV template by clicking the 'Download Template' link in the 'Manage Users' section. This template is formatted to meet the upload criteria, providing a reliable basis for data entry.
5. Preparing Your CSV File:
Input user data into the CSV template. Fill in the user data in the CSV template, ensuring each column contains the correct information matching the field names in the first row. For the 'phone_number' field, remember to enter numbers only without any formatting. Save your CSV file once all data is entered correctly.
6. Uploading the CSV File:
Upload the prepared CSV file to the platform. Drag and drop your completed CSV file into the upload area on the 'Manage users' page, or click the upload area to select the file from your computer. The system will recognize and process files that strictly match the required format.
This bulk upload process is essential for administrators who need to efficiently manage large numbers of user accounts, ensuring quick integration of users into the platform with minimal manual entry. This systematic approach ensures a consistent and reliable administrative experience within the StatStak Labs platform.
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