Importing Users

Importing your users via a spreadsheet can save you time.

To import your users from a spreadsheet:

Your upload spreadsheet must be in the SimpleKPI format before it will upload successfully, you can download an example template for importing your users from here.

1. Click on the Manage My: Users tab from the main navigation bar
2. Click on the Import Users button
3. Click the Select the browse button
4. Locate your file locally
5. Click Upload and Import
6. You can also drag a file to the upload area to upload your spreadsheet.

Your imported users will now appear in the user list.

The users spreadsheet structure.

In order to import a spreadsheet with your Users directly into the system the spreadsheet must conform to the following column headers. Only three of the column headers require mandatory information to enable the import.

• FirstName - Mandatory
• LastName - Mandatory
• Email - Mandatory
• Password - Optional
• UserType - Optional
• Group - Optional