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Bulk User Upload

Use the Bulk User Upload feature to add multiple users to your practice at once.

Updated over 2 months ago

To enable Bulk User Upload, please contact [email protected] to request activation of the Bulk User Creation feature.

  1. After the feature is activated, go to Setup > Manage > Users and locate the new Bulk User Upload option.

  2. Prepare a .csv file containing user details with the following column headings: Email, FirstName, LastName, Role, Random Password

  3. Click Choose File and select your .csv file.

  4. Click Add Bulk Users to upload the file.

  5. Ensure each user password meets the required security rules:

    • Minimum of 8 characters

    • At least one uppercase letter (A–Z)

    • At least one number (0–9)

    • At least one special character (!&@?#=*^+_)

  6. Refer to the example spreadsheet entry below to confirm correct formatting of each record.

Example csv output


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