General steps to make many user accounts
To quickly make many user accounts at the same time, a practice manager can use a CSV file to import the accounts to SmartFlow.
This table gives each general step to import user accounts to SmartFlow and the applicable documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | Download a CSV file that has the correct format to import user accounts. | Download a CSV file for user account import |
| 2 | Use a spreadsheet application (for example, Microsoft Excel) to enter the applicable user account information in the CSV file. | Not applicable. |
| 3 | Upload the CSV file to SmartFlow. | Upload a CSV file for user account import |