How to Import Multiple New Users

Table of Contents 

A. Import Process

1. The first step is to log in as an admin (super or regular admin, doesn't matter)

2. Go to the Account Members tab on the left, and then click on Import Members tab up top 

   1. Click the Browse button in the top left

   2. Select your Datasource Server (the video shown has multiple options but you'll likely only have one)

   3. Then select dataset (in most cases you will only have one option)

   4. Click the Ok button, and select the file that's been formatted to follow this spreadsheet (please download it to your computer)

      1. Please follow spreadsheet format exactly as it is

      2. Make sure all zeros are included in the Name IDs, and separate by semicolons if there are multiple Name IDs per grower

   1. Click on the Process button in the top right

   2. You're done. At this point, the system will have created the accounts, mapped it to the account members, and sent out the welcome email to everyone, giving them access with credentials and a temporary password which they'll change upon logging in

      1. The website URL as well as the Apple and Android links are included in the email

This is a video of all the steps mentioned above

B. Verify Process

1. As an Administrator, click on the Account Members tab on the left, 

2. Click on the EXPORT TO EXCEL button.  See the screenshot example below.

   1. Open

      

3. In the Excel spreadsheet, filter the on the Name ID Associated column H.  Unselect all of the numbers.   

4. Select Blanks and press the OK button.  See the screenshot example below.  

   1. Open

      

5. Add any missing Name IDs that should be associated.  See https://culturatech.atlassian.net/wiki/x/C4AOYQ for more information.