Registering Users: Importing Users In Bulk

DigitalChalk allows you to import multiple users at once using a CSV file. Here’s how to do it:

1. Prepare a CSV file with user data, including headers for all required fields:
   • First name
   • Last name
   • Email address
   • Password
   • Username (optional)
   • Any other custom required fields you’ve set up
2. On the Users page, click the dropdown next to “Add User” and select “Import Users.”
3. Upload your CSV file.
4. Map the CSV columns to the corresponding DigitalChalk fields:
   • Use the dropdown menus under each header to select the appropriate field.
   • Ensure all required fields are mapped (you’ll see checkmarks at the top of the page).
5. Click “Import Now” to begin processing.
6. Monitor the bulk activity page for import status. You can click the refresh button to update the status.
7. Once complete, review the success or failure messages for details on imported users or any errors.

Important notes:

• Administrative roles cannot be assigned during bulk import.
• Custom fields can be included in the CSV with appropriate headers.
• After a successful import, users can be viewed and edited on the Users page.