Import Users

You can import a list of users into Spendgo using the Import Users feature. By uploading the required information in CSV format, you can import user settings, SMS schedule limitations, and store permissions. You can also use this operation to update users, using their email as the unique identifier.

Things to know

• You must be a Dashboard Admin user to import Dashboard users.

• Your CSV file should contain all the columns specific to the operation you are performing. Do not edit the column labels and make sure your file extension is .csv.

How-to format your import list

Download a sample CSV file

The following explains the column requirements:

• First Name - user’s first name

• Last Name - user’s last name

• Email - user’s email (this must be a unique Dashboard email)

• Password - user’s minimum 8-character password

• User Description - user’s description can be used as an identifier, such as “AZ Franchisee”

• Role - values must match exactly one of the following options:

  • Admin

  • Marketing Manager

  • Customer Support

  • Tech Support

  • Franchisee - Insights

  • Franchisee - Insights & Support

  • Franchisee - Insights & Marketing

  • Franchisee - Insights, Support, & Marketing

  • Employee (limited access to Spendgo lite only)

• Store List - a semi-colon separated list of store names (these must be entered exacty as they are stored in the Spendgo system, navigate to your Settings / Store page for reference). Store permissions can be set for all role types except Admin roles where all stores are permitted. If no stores are specified, the user will have permissions to all stores.

  • Example: San Francisco; Reno; Dallas; New Orleans; Atlanta; New York

• Send Limit Per Day - the maximum number of SMS messages the user can schedule within a day.

• Send Limit Per Month - the maximum number of SMS messages the user can schedule within a calendar month.

• Billing Status - leave blank, this is auto-generated in reports.

• Timezone Display Preference - values must match exactly one of the following options:

  • America/Los Angeles

  • America/Chicago

  • America/Denver

  • America/New York

  • America/Phoenix

  • America/Puerto Rico

  • America/Guam

  • US/Hawaii

  • UTC
    

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How-to import users

1. Navigate to Settings / Users

2. Click the “Import Users” link

3. Drag and drop or select your formatted CSV file for import

4. Click “Import” button