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Bulk import user accounts

Bulk create users

Overview

Bulk import users from an Excel file to quickly create multiple accounts.

Bulk import users

Only firm admins can bulk import users.

  1. Go to Admin > Users.

  2. Click ➕New and click Import firm users or Import client users (depending on the user type you need to import).
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  3. Click Download Template and open the template file in Excel. To create your import file, populate the template with the users' information. Save the file.
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  4. Return to Fieldguide and click Upload CSV or XLSX. Upload the import file.

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