Summary:
This article explains the process of bulk importing users into specific roles on the Visitu Dashboard using a CSV file. This functionality is designed to save time and ensure accuracy when managing large groups of users, such as faculty or students.
Overview:
The Bulk Import Users feature allows administrators to upload and assign users to specific roles (e.g., Faculty, Staff, Security, Students) by importing data from a CSV file. This eliminates the need for manual data entry and ensures that user roles are assigned consistently. You can also map custom fields during the process, ensuring the uploaded data aligns with the system's requirements.
Step-by-Step Instructions:
1. Navigate to the Bulk Import Section
Log in to the Visitu Dashboard.
From the main menu, go to Settings > Users.
Under the Manage Users section, click the Import CSV button.
2. Select the Role
Choose the role you want to assign to the imported users from the dropdown menu (e.g., Faculty).
Click Next to proceed.
3. Upload Your CSV File
Click Choose File and select the CSV file containing your user data.
Ensure the file format matches the requirements:
Must include at least a "First Name" and "Last Name" column.
Optional columns: Email, Phone, etc.
If needed, download the sample CSV file by clicking the "Download sample CSV" link for reference.
Once the file is selected, click Next to continue.
4. Match Fields
On the Match Fields screen, map the fields in your CSV file (left column) to the system's required fields (right column).
For example, map "First Name" to "First Name," "Email" to "Email," etc.
Verify the preview data to ensure accuracy.
Optional: Check the Link On Existing box to update existing user profiles with matching email addresses or phone numbers.
Click Start Import to begin the upload process.
5. Complete the Process
The system will process the import and display the status for each user.
Any errors (e.g., missing data or duplicate records) will be flagged for your review.
Once all users are successfully imported, they will be assigned to the selected role.
How This Helps Schools:
Saves Time: Automates the process of adding or updating large groups of users.
Improves Accuracy: Reduces manual errors when assigning roles or inputting user data.
Streamlines Onboarding: Ensures new users are set up correctly and promptly.
Support Information:
If you encounter any issues during the bulk import process or have questions about preparing your CSV file, please contact our support team via chat or email. We're here to help!