Import Users

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

  1. Navigate to the Account Settings (mceclip3.png).
  2. Choose "Bulk Tasks"
  3. Select "More" (on the left)
  4. Choose "Import Users" (on the left)
  5. Download the template file and populate it with your data.
  6. 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.

2020-05-12_13-45-21.png

 

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. 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
Was this article helpful?
1 out of 5 found this helpful

Comments

0 comments