Bulk User Upload

If you need to create multiple users at once, LSVT provides two simple options for bulk user creation.

  1. The Enrollment Feature allows admins and managers (who have the privilege to “Create Users”) an option to easily enroll users at their location. To learn more about the Enrollment Feature, click here.
  2. You can also use a CSV file (Excel Spreadsheet) to collect enrollment information and upload users in bulk.

Download the User Import Template

Note: Do not remove or edit any main columns in the excel template, or it will cause errors when you try to import.

Below, is an explanation for each field name and the expected values:

Parameter Value or Description
*Location This can be the exact name of the location or the location ID
*Username / Login Username – No illegal characters
*Password Password in plain text format
*First Name First name – No illegal characters
*Last Name Last name – No illegal characters
Middle Name (Optional) Middle name – No illegal characters
*Email User’s email address
Affiliate ID (Optional) Can be used to pass extra information like an affiliate ID for example
Title (Optional) Assign a user a Title
Team (Optional) Assign a user to a team – Must be the exact name of an existing team
User Expiration Date (Optional) Set a date for user to be expired – this must be set in the future if used (mm.dd.yyyy)
*Content Role This is used to specify the user’s “Content Roles” (Role ID numbers only) List these separated by commas, like this, with no spaces: 1234,12345,43213,12343
Active (Optional) This is used to determine if the Users account is set to Active or Inactive – must be TRUE or FALSE
*Access Level Select the number for the access level, this is a range of 2 through 12 Only
*Update Profile Set this to allow user to update their profile or not – must be TRUE or FALSE
Work Phone (Optional) Main phone number – Must be in this format: xxx-xxx-xxxx
Cell Phone (Optional) Cell phone number that will be used for SMS – Must be in this format: xxx-xxx-xxxx
Role Scheduler Days (Optional) Setting this will perform a command to add or remove a content role after a number of days specified here
Roles Add (Optional) Specify content role ID’s here to “Add” after the number of days specified in the Role Scheduler field
Roles Remove ((Optional) Specify content role ID’s here to “Remove” after the number of days specified in the Role Scheduler field
Misc 1 (Optional) Info that will be visivle in the Misc Info 1 field in the user profile
Misc 2 (Optional) Info that will be visivle in the Misc Info 2 field in the user profile
Language (Optional) Language code for the user (Example: es-es, ca-fr, etc.)
Billing Frequency (Optional) Billing frequency of the user’s subscription in months
Gross Fee Charged (Optional) Gross fee (Decimals are accepted)
Force Password Update If set to “TRUE”, the user will have to update their password upon first login

Here is an example of what the CSV file (Excel Spreadsheet) should look like.

Reminder: In the content role column, DO NOT use the Content Role Names, ONLY the Content Role IDs will be accepted, in a format like this, with no spaces: 1234,12341,432134,64332,3422

Step 1

Once you log in to your LSVT account, you’re going to want to click on the “Super User Dashboard” icon.

Step 2

Under the “Account [100]” section, click on “105 Integration Management” to access the API Manager.

Super User Dashboard: 105 Integration Management

Step 3

When you get to the API Manager screen, you will see the “Utilities” tab, it’s the 5th tab from the left. Click that tab and a drop down menu will appear, click “Users Import”, then pick your system.

Step 3: Utilities > User Import

Step 4

After you pick your system, you’ll be brought to the users import screen where there will be three sections “Settings”, “Scheduler Settings” and “File”.

The fields in the “Settings” and “Scheduler Settings” sections do not need to be filled out, because the CSV file will contain all of the information needed.
*NOTE: Make sure that the checkboxes “Active” and “Auto Email Notification” are checked

The “File” section is where you will pick your CSV file. After you have found and selected your CSV file, click the Submit button.

Step 4: Settings

Step 5

After you submit the CSV file and all the information is correct, a confirmation modal will appear detailing how many users were imported and asking for your confirmation, click “Ok” and that’s it, you’ve successfully uploaded users in bulk!

Step 5: Success

Please contact our support team if you run into any problems or have any questions.

Related Articles