To create a user list/bulk import users:
- Go to Partner Center > Accounts > Manage Users.
- Click Import Users.
You can also go to Partner Center > Accounts > Lists, click on the User lists tab, then click Import List.
- Upload a CSV file with user data:
- Download the CSV template.
- Add user data to the CSV file.
- You can add the following data for each user:
- First name
- Last name
- Email (required)
- Phone number
- Account identifier (maximum of 100 users per account identifier)
You can find an account identifier by going to an account details page (Partner Center > Accounts > Manage Accounts > Select Accounts). The account identifier will show in the URL in the form of 'AG-xxxxxxxxxx.' Or, you can find it on the bottom corner of the Business Profile information.
For example, AG-XB8PPGQ8XR is the account identifier in the following URL: https://partners.vendasta.com/businesses/accounts/AG-XB8PPGQ8XR/edit - Language code
- Greeting name
- You can add the following data for each user:
- Click Select file... to upload the CSV file.
- Click Next.
- Add the users to a list.
- If you want to add these users to an email campaign, you'll need to add them to a user list. You can select an existing list, create a new list, or skip this step. If you skip this step, the imported users won't be added to a list—they'll just be added to Accounts > Manage Users.
- Click Next.
- Review the import.
- If you want to update existing users on the platform, select Update existing users. This will replace information in the platform with data from the file.
- If you leave this option unchecked and your CSV contains an email that already exists in the platform, a user with the same email will not be created.
When updating existing users:
- A new first name, last name, greeting name, phone number, or language preference will replace existing information on the platform.
- A new associated account will be added to an existing user on the platform. Any accounts that are currently associated with a user will remain.
- Any fields that are left blank during the update will not remove existing information.
- Click Finish.
You will receive a notification when the import is complete.