Import company's user
Step 1
Click on the icon shown in picture to visit Company page.
Step 2
Click “Import” button.
Step 3
Click “Download” to download the xlsx template for importing company’s users/staffs data.
If you’ve a import template already, please skip this step.
Step 4
In the xlsx template, input the data of company’s users/staffs, Username & Password & Email & FirstName & LastName are necessary field; for other fields, it is optional to fill in.
Step 5
Click “Upload” and upload the xlsx file created from Step 4.
Step 6
Then, the new user records will be imported and displayed on the company table.
Batch update contacts
Step 1
Click “Import” button in Company page.
Step 2
Click “Download” to download the xlsx template for updating company’s users/staffs data.
If you’ve a import template already(e.g. you’ve downloaded xlsx and inserted data from above steps), please skip this step.
Step 3
Input the modified company’s users/staffs data in the xlsx file. In this example, I’ve modified the user Alex Tong (see second picture), changing the First name into Alexander.
Reminder: Username cannot be updated in this batch update users method, because Username act as a key to identify which users are going to be modified. If the Username is different from before, system will treat this as new company’s user/staff when importing.
Moreover, WorkPhone & MobilePhone & Fax & Website & Address are not able to be updated by this method; for updating these user datalink’s content, you have to login to that user’s account to modify. For more information about login to company user’s account, please visit Company Admin tutorial.
Step 4
Click “Upload” and upload the xlsx file created from Step 3.
Step 5
Then, you can see the First name have been changed from Alex into Alexander from this example.
Export company's users data
In Company page, click “Export” button. Then, the company’s users/staffs data (including username, email, first name, last name, company, title, department, about me , WhatsApp No., create time) will be exported and downloaded as xlsx file.
