Upload a CSV file for user account import
To import many user accounts to SmartFlow, it is necessary to upload a CSV file that has user account information in the correct format.
- Do the procedure given in Download a CSV file for user account import
- Use a spreadsheet application (for example, Microsoft Excel) to enter the applicable user account information in the CSV file
Note: You cannot use the SmartFlow iPad app to do this procedure. You must use the SmartFlow web app.
- Select the user account button.
- Select SETTINGS.SmartFlow shows a General settings screen.
- In the SECURITY section, select Users.SmartFlow shows a User management screen.
- Select Import users.SmartFlow shows an Import users dialog box.
- Select Click to upload CSV file.
- Find and select a CSV file that has user account information in the correct format.SmartFlow shows an Import users dialog box that has the applicable user account information.
- Select Import users.