Add / Import users from CSV file

From HotDocs Wiki

Revision as of 23:52, 9 February 2012 by StapleyW (Talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

If you have a large number of users to add, you have the ability to upload users from a CSV file:

  1. Click the link, 'Import Users from CSV', the import settings will be displayed.
  2. Click browse to locate the CSV file that contains the user details.
  3. Click Submit.
  4. The additional charges confirmation will display.
  5. To accept these conditions click yes.
  6. The CSV file structure must be as follows:
  • First row/line: Column headings (*name, *email, admin, password, phone, mobile, address, address2, city, state, zip; * = required)
  • Other rows/lines - One line/row per user to import.
  • File Format: CSV (comma spaced values)

Edit User Details: Click on the user's name, the user details will appear on the right of the screen. Any of the user detail fields may be edited. To change the user's password, click the change link. Password boxes will appear. Enter the new password, confirm it and then click Save. The password will be updated.