How do I bulk import users?

How do I bulk import users?


How to Bulk Import Users on Paytia

The Bulk Import User feature allows administrators to quickly upload a list of users to their Paytia platform using a CSV template.

Steps to Bulk Import Users

1. Navigate to the Users Page

  • Go to Administer Users > Users in the Paytia admin portal: Users Page.
  • On the Users Configuration page, locate the Bulk Import CSV button.

2. Download the Sample CSV Template

  • Click the Bulk Import CSV button to open the import interface.
  • Download the sample CSV file provided by clicking on the Sample CSV button.

3. Edit the Sample CSV

  • Open the sample CSV file in a spreadsheet application (e.g., Excel).
  • The sample file will include three pre-filled rows as a guide. You can delete these rows before adding your data.

CSV Column Mapping:

  • Column B: Username – Enter the name of the user.
  • Column C: User ID – Assign a unique numeric ID for the user.
  • Column D: Department – Specify the department (e.g., Sales, ALL, etc.).
  • Column E: Country Code – Use the two-letter country code (e.g., GB for United Kingdom).
  • Column F: Telephone Number – Provide the user's phone number.
  • Column G: Payment Handling Type – Specify if the user handles:
    • both: Incoming and outgoing payments.
    • inbound: Incoming payments only.
    • outbound: Outgoing payments only.
  • Column H: Script ID – Enter the default user script ID (e.g., default_235).
    • Note: If custom user prompts are not configured, you can leave this value unaltered.
    • Configure prompts under Configure User Screen: Manage User Prompts.
  • Column I: Email ID – Enter the user’s email address for login and communication.


    Column B

    Column C
    Column D
    Column E
    Column F
    Column G
    Column H
    Note this is configured in a different menu
    See


    Column I


4. Save the File

  • After filling in the CSV file, save it as a CSV format to ensure compatibility with Paytia.

5. Upload the CSV File

  • Return to the Bulk Import CSV pop-up on the Users page.
  • Click Choose File, select your saved CSV file, and click Save to upload.

6. Verify Imported Users

  • Once the file is uploaded, review the list of users in the system to ensure all data is correctly imported.
  • Assign any necessary roles or permissions to the newly added users.

Notes:

  • Ensure the format of the CSV matches the field requirements.
  • If user prompts are customized, ensure the Script ID column reflects those changes.

This streamlined process saves time, especially for organizations adding multiple users at once.