NOTE: The file for importing must be a CSV or XLSX file and have the appropriate headings on the columns. The minimum headings for the CSV file are Name and Email. The integrity of your data is important to work properly, for example, an email address must be in the correct format.
- Login to your Udo website admin
- Select Users on the left menu
- Click on the blue import button in the top menu, and select either import from CSV for CSV files, or Import from Excel file for XLSX files
- Click on the Choose file button to and select the .csv or .xlsx file you want to upload.
- Select User from the drop down list labelled Type of Data to Import (if not already selected)
- Scroll down and click on the green "Next" button
- If your fields are matched incorrectly, adjust as required, then click on the green "Next Step" button
- Select the User Group you wish to import the users into from the drop down list.
- Click on the "Import Now" button