Importing People and Logins to the platform

How to fill the template?

This template enables you to import user profiles into your master company, supplier, or client companies.

The template allows you to include several details as described in the screenshot below :

All codes can be found in the Excel files available for download in the additional information section:

Important information

The 'People and Logins' template can only be imported if the company exists on the platform.
Only the fields with an asterisk are mandatory.
To import a user's login, ensure that both the login and profile code fields are filled in. Otherwise, leave empty if the user should be imported without a login.
It is recommended to use the user's email address as login, as it provides a unique and easily identifiable identifier for each user.
The import can handle 5000 entries per operation. Make sure the number of lines in the template is within this limit.
It is possible to import custom fields at the person level, provided these are configured in the settings page.

How to import the template?

Go back to the "import data" screen, select "People and Logins" in the dropdown menu, and click on the "Upload file" button, as shown below:

If the import is successful, the following message will be shown :

How to set up passwords?

A report file will be generated with all user details ready to be shared. For confidentiality reasons, each user will have a personal link to set the password manually.

Users created will always be able to define their password using the 'Reset your password' feature from the login page.