Knowledge Base/Membership Sites/Users

[Users] How do I add users in bulk?

Omar
posted this on September 25, 2010 13:47

The Bulk User Import Tool lets you add your users (either from your mailing-list or an existing membership site) into your Kajabi membership site.

You can add users in bulk by uploading a properly formatted CSV (comma separated values) file. This file must include four columns: First Name, Last Name, Email Address, and Join Date.

*NOTE: the Join Date column must be present but can be blank, in which case it will automatically assume it is today's date, otherwise specify it in the numeric form month/day/year as seen in the sample below.

An example would look like:

Kajabi_Admin_-_Bulk_Upload.png



Here's how you use the bulk user import tool:

Click Bulk User Import under the Users tab.

Click the "Choose File" button to locate and select from your computer a CSV file which contains your users list that was previously created or exported.

Assign a project subscription plan for these users.

- There is an option to send welcome email to the users after they are imported. This email will include log-in information to your membership portal. Refer to this post about the "Welcome email". - Clicking the Upload File button will then display a preview of your data from your file.

If it looks correct, then click the "Finish Import" button to add the users from this file.


As this process may take a few minutes, you will receive an email with information when the process is complete. Check out the guide below:

 

users2.jpg


The sample CSV file is below:

 
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