Importing users allows you to bulk import a number of users at the same time. This can be especially useful when you need to create a large number of accounts for church members to use.
To import users
- Navigate to the Account Settings ().
- Choose "Bulk Tasks"
- Select "More" (on the left)
- Choose "Import Users" (on the left)
- Download the template file and populate it with your data.
- Import it using the "Import Users" button. Use the key below for determining how to populate the data.
If you are creating accounts for people already in your database, you may find it helpful to export the people and select the relevant columns from the export file to populate the import file.
Understanding Fields on the File
Usernames will be imported as all lowercase, regardless of what case you include in your file. Duplicate usernames are not allowed.
You can set a user's password as anything you'd like (it cannot be blank, however). That said, we recommend using secure passwords. Generally speaking the longer the password is, the more secure it is. For more information on passwords, visit Google's recommendations.
When creating passwords for members, you can use the Notify User feature (see below) to have that password sent to the user via email.
Must be a valid address. If you don't know their email address and you do not plan to give the user permission to email others, we recommend setting it to one of your own addresses such as "email@example.com."
The role must match the name of a role you have stored in your database.
If set to "Yes," an email will be sent to the email address provided containing the username and password.
If the account type is a "Member" account, you can associate the user with the person in your database by including that person's Breeze ID in this column.