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Importing users

How to import users in bulk to your Waitwhile account

Jakob Larsson Stern avatar
Written by Jakob Larsson Stern
Updated over 3 months ago

To add users to your account, you can invite them one by one. But, if you need to invite multiple users at once, it is likely easier to do it using our import function.

Note: This feature is available to users on our Enterprise plan.

Steps for adding users in bulk

  1. From the user menu, click on Account overview

    Screenshot of how to find your Account overview.

  2. Go to Users

    Screenshot of the Users page in Account overview

  3. In the top right corner, click on Import

    Screenshot of where to find the import button for users.

  4. Click on Browse... in the panel that opens up and select the CSV file that you would like to include in the import. You can use our CSV formatting template for guidance

    Screenshot of how to browse your existing .csv files to upload.

  5. Once the import is complete, the users will appear as pending until they have accepted their invite

    Screenshot of pending users.

CSV formatting guide

Column

Description

Required

Format

Example

NAME

Name of user

Yes

Alpha numeric string, spaces allowed

Bob Ross Jr

EMAIL

Email of user. Will be used for login and email user notifications.
Cannot be match the email of a user on another existing account.

Yes

Must be valid email format

PHONE

Mobile phone number for user to be used for SMS user notifications

+18889830869

LOCATION_IDS

Identifiers of locations accessible to user.

Yes

Alpha numeric 20 characters, semi-colon separated

aXsmKINfGaFWDC72kJ5C;vB14etkBvwvjP4HPeoFn

DEFAULT_LOCATION_ID

Identifier of default location. If blank, the first location from LOCATION_IDS will be picked.

Alpha numeric 20 characters

aXsmKINfGaFWDC72kJ5C

ROLES

Role(s) to be assigned to User

Yes

One or more of OWNER, ADMIN, EDITOR, READER, or any custom role semi-colon separated

ADMIN;EDITOR

RESOURCE_ID

Identifier of resource to be assigned to User

Alpha numeric 20 characters

WDC72aINfGaFXsmKkJ5C


Have additional questions or need assistance? Reach out to us via chat or at support@waitwhile.com.

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