How to Add Multiple Users Using a CSV File
Adding users one by one can be time-consuming, but with Propel, you can quickly upload a bulk of users from a CSV file. This guide will walk you through the steps to upload users efficiently and verify their details before adding them to your account.
Watch our video guide for a clear, step-by-step explanation:
Steps to Upload Users from CSV
- Click on Your User Icon: Start by clicking on your user icon in the top right corner of the screen.
- Go to Settings: From the dropdown menu, click on Settings.
- Navigate to Users: In the settings menu, click on Users to access the user management section.
- Upload Users from CSV: Click on the button labeled Upload Users from CSV.
- Check CSV Format: Ensure your CSV file is in the correct format. You can download a sample CSV from the link in the description.
- Upload the CSV File: Browse for the CSV file on your device and upload it to Propel.
- Verify User Details: Review the user details, including their name, email address, roles, and related accounts, to ensure everything is correct.
- Add Users: Once verified, click Add Users to upload them to your Propel account.
Uploading users in bulk through a CSV file is a quick and efficient way to manage your team in Propel.
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