Importing Staff Accounts

Save time by bulk-importing staff accounts, so your team is up and running faster.

Learn how to import Staff Accounts.

New to Staff Accounts? Please read the first article in this series: Introduction to Staff Accounts.

Check out the following articles to learn more about Partner and Customer Accounts:

• Partner Accounts: Introduction
• Introduction to Customer Accounts

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Manage > User Accounts > Staff Accounts
   

What more do I need to use this feature?

• Admin permissions to manage User Accounts.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version (Inventory > Items) and our classic products version (Inventory > Products).  → Learn more about products

You can follow these instructions to import your staff account data.

1. Select Manage and then Accounts from the main menu.
2. Click the Account Import option at the top right of the page.
3. Click the Download Template button to download the template file.
4. Fill out the file to prepare your data for upload, including the following information:
   • Login Username
   • First Name
   • Last Name
   • Email
   • Mobile Phone
   • Password
   • Is Admin (1=Yes, 0=No)
   • Is Partner (1=Yes, 0=No)
5. Click the Choose file button to select your CSV file for upload.
6. Click the Submit button to submit your file for validation and import.

Next Steps

In the following article, we look at how to export Staff Accounts.

< Understanding Staff Account permissions   |  Exporting Staff Accounts >