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
Field |
Options |
Examples |
---|---|---|
Username Usernames will be imported as all lowercase, regardless of what case you include in your file. Duplicate usernames are not allowed.
|
String | jsmith johnsmith@test.com jonsmith |
Password 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. |
String | Av0cado123 Pin3apple82 jsmith7283 ilikekittensandpuppies23 |
First Name | String | John Adam Sarah Kate |
Last Name | String | Smith Rogers Johnson Williams |
Email Address Must be a valid address and required for each User. 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 "no-reply@yourchurch.com."
|
String | johns@test.com adam.rogers@test.com sarah@test.com kwilliams23@test.com |
Role The role must match the name of a role you have stored in your database.
|
String | Admin Standard Member |
Notify User If set to "Yes," an email will be sent to the email address provided containing the username and password.
|
Yes No |
Yes Yes No |
Breeze ID 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.
|
Integer (optional) | 2342362 2636345 2463456 |