How to Add Multiple Users Using a CSV File

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

  1. Click on Your User Icon: Start by clicking on your user icon in the top right corner of the screen.

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  2. Go to Settings: From the dropdown menu, click on Settings.

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  3. Navigate to Users: In the settings menu, click on Users to access the user management section.

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  4. Upload Users from CSV: Click on the button labeled Upload Users from CSV.

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  5. Check CSV Format: Ensure your CSV file is in the correct format. You can download a sample CSV from the link in the description.
  6. Upload the CSV File: Browse for the CSV file on your device and upload it to Propel.

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  7. Verify User Details: Review the user details, including their name, email address, roles, and related accounts, to ensure everything is correct.

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  8. Add Users: Once verified, click Add Users to upload them to your Propel account.

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Uploading users in bulk through a CSV file is a quick and efficient way to manage your team in Propel.

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