Importing Staff Accounts

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 using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

Access our Account Import feature by clicking on the Account Import option at the top-right of the page.

From there, you can Download our Template to help you prepare your data for upload. Choose the CSV file for upload, then Submit your file for validation and import.

< Understanding Staff Account permissions   |  Exporting Staff Accounts >