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  1. Once you have completed all of the details within the CSV file, you can now go back to the Platform to import your data. (/admin/users/import)

  2. Before the commencement of your import, always check to ensure your Trigger Notifications are set to either TRUE or FALSE based on what you require. (/admin/emails) 
    Please refer to Trigger Notifications for further information about how these function.

  3. It's always good practice to import only 1 User as a test, to ensure this imports correctly before you import the whole document. 
    Within the Users Import page, you will need to click "Choose File" and upload your CSV. Once your file has uploaded with the name of the file next to the button, you can now press "Submit" and commence the import process.

    image-20240409-031328.png

  4. The Import may take a few minutes to complete based on how many Users are within the document. You can refer to the Users Admin page (/admin/users) to check in on the progress of the import, refreshing every so often to ensure you are seeing the most up to date User list. 

  5. If any of your columns are not completed correctly for a successful import, you will receive an email which outlines the errors. Where there is an error in your document, the import will cease at this row, and not import anything after this error/row. An example of an error is as per below, this CSV did not have an Event ID in the relevant column and therefore did not import. If you do have any errors in your CSV, you will need to rectify these and complete the import/upload process again.  

    You can also see your successful or failed imports at the bottom of the imports page. They will show within this section

    image-20240409-031344.png

    image-20240409-031355.png

  6. Once your import/upload is complete, it's also good practice to cross check to ensure all of the Users have imported correctly. 

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