BULK IMPORT MULTIPLE USERS USING CSV DOCUMENT (CONTINUED)
• When you are done filling out the CSV template, save it as a new file
OR over the template you downloaded.
• Return to the goTenna Management Portal click Choose File.
• Locate the completed CSV file and click Open.
• Click
Upload.
Here we see that the Management Portal has reported
validation errors in our CSV file.
Validation errors include:
• Formatting Errors
• Duplicate Entries
• Unknown Groups
When this happens, as you can see here- you
will be presented with a screen that informs you
of each row that contains validation errors.
We suggest you keep this window open, and:
• Return to your spreadsheet tool and edit the CSV template to resolve errors.
• Save this out as a new file.
• Return to the bulk upload view, and click Cancel.
• Repeat the process upload the new file.
Successful Upload:
If the upload is successful and no validation
errors are detected, you can review the data and when ready, click
the Import # Users button.
NOTE:
During user creation, our servers send emails to each user, asking them to create a password and login.
When uploading thousands of users at once, some users may not get their emails for several minutes.
22
Management Portal User Guide
Version 2.0 05/2020
Summary of Contents for PRO 900-00202
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