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Adding Multiple New Users

The CSV Upload feature allows Company Admins to easily add multiple users at the same time into your 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 receive a message that outlines the steps of the upload process. If you prefer not to see the message again, click the box to insert a checkmark, the click Ok, let's go.

People: Create New Users

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

Depending on your selection, 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
 
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. 

Prior to processing your file, you are able to review the data to be uploaded one last time. From this location, you can edit each column as needed, start the process over, or proceed to processing the CSV. 

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 have received an error message when uploading new users, click here to view steps on how to correct your errors.

 

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