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Adding Multiple New Users

The CSV Upload feature allows Company Admins to easily add multiple new users at the same time into their GoSpotCheck account. 

Access CSV Uploads

There are two ways to access CSV Uploads for People:

    1. Navigate to your email drop-down menu in the top right hand corner, and then select CSV Uploads.
    2. In the "Choose Upload Type" menu that appears, select People. Click the blue "+ CSV Upload" Button to continue.

OR

    1. Navigate to the People tab from the Navigation Bar
    2. In the top right hand corner, click on CSV Upload
NOTE: The following steps will be the same regardless of the path chosen to reach the upload tool

CSV Upload Overview

The first time you use the CSV Upload tool, you will receive a message that outlines the steps of the upload process. If you prefer not to see the message again, check the box then click Ok, let's go.

Create New People

The CSV Upload tool allows you to add multiple new users at once. To add new users, select Create New People.

NOTE: You cannot upload a file that contains a combination of new and existing users. 

Preparing your File

First you'll create a CSV file containing the users you wish to add. The CSV file must contain the following required headers:

  • email
  • first_name
  • last_name
 

In addition to email, first_name, and last_name you can add in these optional headers as needed:

  • phone
  • role
  • disabled
  • team_[number]
  • team_[number]_action

Plus any additional custom properties you've added to the system

 

 

TIP: For help getting the column headers just right, you can download an Example CSV to start from. 

When you are ready to upload a CSV file, click Choose. 

Select the file you want to want to upload. The system verifies the columns provided in your CSV file. 

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Prior to processing your file, you are able to review the data to be uploaded one last time. Click into the column name box (highlighted in blue) to match up the required columns and, if necessary, match them up to columns from your file and click OK.

Uploading your File 

Upon clicking Process CSV, you will be directed to a CSV Uploads status screen. In the status column, you'll see either In Progress or Completed. 

Once the upload is complete, you will receive an email confirming the amount of successful records uploaded as well as if there were any errors. 

If you receive errors on your new Places upload, please read this article on resolving CSV Upload errors.
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