Introduction
Streamlining User Management with the Users Importer Tool
Managing user data efficiently is vital for businesses, especially those with large numbers of users. The Users Importer tool is designed to simplify this process by enabling bulk uploads of user information quickly and accurately.
This article will discuss the benefits of using the Users Importer tool, explain how it works, present various use cases, and conclude with its overall impact on your business operations.
🔵 Feature included from Pro Plan
Benefits of Using the Users Importer Tool
Rapid Data Upload: Bulk-upload user data in just a few seconds, saving valuable time and reducing manual entry errors.
Consistency and Accuracy: Ensure consistency and accuracy in user data by following a predefined template, minimizing the risk of errors.
Scalability: Easily import data for multiple users, including administrators, drivers, and customers, making it ideal for businesses of all sizes.
Flexible Management: Support for various user attributes allows comprehensive and flexible user management.
How it works
The Users Importer tool is user-friendly and straightforward. Here’s a step-by-step guide:
Downloading the Importer Template:
Download the importer example from this link.
Preparing the Importer File:
Open the downloaded file. You will see columns with names corresponding to the user data fields.
In this example, you will need to provide the following data for each user:
External User ID: A unique identifier for each user. Use a different identifier for each user, and you can modify user data using the same identifier.
Name: The user's first name.
Middle Name: The user's middle name.
Lastname: The user's last name.
Second Lastname: The user's second last name.
Email: The user's email address (unique per user).
Password: The password must be encrypted. Use bcrypt-generator to encrypt the password (10 rounds). In the sample file, the default password is 1234567890.
Photo: An image link for the user's photo (recommended from Cloudinary).
Birthdate: The user's birthdate in YYYY-MM-DD format (mandatory field).
Country Code: The country code in two uppercase letters (e.g., 'US') (optional field).
Country Phone Code: The country's phone code (mandatory field).
Cellphone: The user's phone number (mandatory field).
Level: The type of user. For example, '0' means the user will be an administrator. Refer to the provided levels table for other user types (mandatory field).
Enabled: Indicates whether the user is active (1) or inactive (0).
Phone Verified: Indicates whether the phone is verified with OTP.
Email Verified: Indicates whether the email is verified with OTP.
Note: Fields with values in the sample file are required; only empty fields are optional.
Uploading and Importing Data:
Edit the file to include the data for the users you want to import.
Upload your new CSV with the users you want to import.
,and then click 'Import'.
The new users will be imported and will appear in the list of users. (Look for them according to the level you uploaded them in)
Use Cases
Onboarding New Employees: Quickly add multiple new employees to the system, ensuring they have access and are correctly categorized.
Bulk Customer Registration: Register multiple customers at once, making it easier to manage large-scale promotions or events.
Updating User Roles: Easily update user roles and information for existing users, ensuring that everyone has the correct permissions and details.
Data Migration: When transitioning from another system, use the importer tool to migrate user data seamlessly, minimizing downtime and ensuring data integrity.
Conclusion
The Users Importer tool is an invaluable resource for businesses looking to streamline user management and ensure data accuracy. By enabling quick and efficient bulk uploads of comprehensive user information, it reduces manual effort and minimizes errors.
Whether you are onboarding new employees, registering customers, updating user roles, or migrating data, the Users Importer tool provides the functionality and ease-of-use needed to handle extensive user data efficiently.
Embrace the Users Importer tool to enhance your data management processes and support your business growth.