How to add multiple users at once through bulk import

1)

Log into the admin portal using your admin credentials and select the captcha

2)

Click the "Users" tab

3)

Click on "Import User"

4)

Click the "Download Sample CSV" button

5)

The csv file will get downloaded to your system

6)

When you add segments for your MyGuide account, they are visible in the csv file you download

Here you can fill the details of as many users you want to import inside MyGuide

7)

Make sure the entries you fill for the segments in this csv should match the values you have added inside the admin portal

This is important because MyGuide will segregate the users based on these segment values

8)

After saving your csv file, you need to upload it to the admin portal.

Click on "Browse" and select your file

9)

Otherwise, select "No" and click on ''Upload" button

If you want to notify your users that they have been added to MyGuide and their user IDs, select the radio button for - Yes.

 

This feature will send emails to the users.  

10)

In a short while, the users will get added. You can check the user import history for the progress.

11)

Go to users tab to see the details of users added