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ATTENTION - this function requires basic understanding of CSV file format manipulation using most common spreadsheet software such as MS Excel, Google Sheets, etc.. |
As an account manager you can use a bulk upload functionality to upload several users at a time to accelerate inclusion of user’s to the licensed B4C System. This option is available form the “manage corporate account screen. Click on the Bulk member creation button.
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Bulk upload file preparation and upload
The next screen will make available an Upload file template with a detailed explanation. You will need to
Download the template file and fill it in considering the detailed description and format of each field (CSV column)
Choose if the created users will have direct access to the organization, i.e., they will NOT need to active their personal account and then accept a corporate account invite.
Choose the CSV file from you local drive that contains all data to be uploade
Upload the file
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Bulk upload verification
Once an upload has been made, a pop-up screen will appear with the upload results. Depending on the results, up to three files will be available. Each line item in the popup screen is described bellow.
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Total CSV rows = how many line item were in the uploaded CSV file
Total imported = how many accounts were created successfully in the system
Imported rows = row number in the CSV file for which a user account was created
[Click here to download the list.] = option to download the created accounts
Total not imported = how many accounts were NOT created in the system
Line errors = row number in the CSV file for which a user account was NOT created
[Click here to download the list.] = option to download the line items NOT created. You can adjust data and upload this file again
Total ignored = how many accounts were NOT created in the system because they are already there
Skipped rows = row number in the CSV file for which a user account was NOT created
[Click here to download the list.] = option to download the line items NOT created.