User Import

The console now incorporates a "User Import" feature, empowering users to efficiently create and update user information in bulk. This structured import process enhances the management of user data, ensuring accuracy and consistency.

Getting Started 

Navigate to Utilities → Import → Other → User Import

You'll need access to a spreadsheet program that supports CSV files such as Excel or Google Sheets. Any other file type will not import.

You can download the sample template by clicking on the Download Sample link.

The CVS file should support the following user data fields:

User Name 

User ID 

Name 

Password

PIN 

Role

Date of Birth

Date of Joining

Date of Resignation

Status: Status supported for the User Import are Active or Resigned

Address 1

Address 2

Street

City

State

Country

Phone

Mobile

Email

Employment Type

Import

1. Upload Your File: Attach the Item file by simply Drag & Drop or uploading your CSV file directly from your computer by browsing for it.
2. Click Continue when done.

3. Column Mapping: Once the file is loaded the column headers from the file will be displayed below the heading Column Name. In the case of the column header from the file exactly matching the Console field name this will be automatically mapped and this is displayed in the Map to Field.

4. You can map and make sure all of the column field data you're importing has been matched to its equivalent setting on Console.

5. Enter the email address to which you will receive the status of your import.

6. Click Continue.

7. The Import will be Initiated → Click Finish.

8. You will be taken back to the Import page, where at the bottom you can see a section 'Recent Imports' which will show the details and current status of the imported file.

9. Click on the Status (highlighted in blue color) to view the Status Report- This will list both Imported Records as well as Failed Records with a reason for the failure. You also have the option to  Download the Failed Records by clicking on the Download button. You can correct the remaining failed record and precede to reimport them.

10. Once done, you can see the Status as COMPLETED

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

See more