Our platform facilitates seamless integration for client onboarding and promotional campaigns by providing a CSV import functionality. This tool is designed for two primary purposes:
To utilize the CSV import feature, admins can upload a CSV file containing all the necessary data as outlined below. This process creates new user accounts, pre-fills wallet balances, and applies promotional credits as specified.
Attached is a sample import file pre-filled as a reference: user_import_row.csv
Ensure you remove the example user data from the file before uploading your user data to prevent any accidental imports.
Below is an explanation of each field in the user import CSV file. Please fill out the columns as described. Mandatory fields must be completed for the import to be successful.
If you upload a valid CSV file, you can expect one of several outcomes that will indicate the success of the import process. After uploading, reload the 'users-import' page. If a new line appears with the state 'Done', it means all users have been imported successfully. If the state reads 'Done with errors', there were issues with some entries. In this case, you can download a report which will detail the errors at the end of each affected line.
A random password is generated for the user and an email and sms are sent out to him regarding his account import. These messages can be edited in the admin's page by updating the: ImportSms and ImportEmail messages. Passwords are not required to include in both of them, but make sure you include it in at least one message (either email or sms) so that the user can actually login.
The passwords are generated and never stored anywhere, so if the user did not get his password the only way to actually log in for him is to use Account Recovery and change his password using his email or phone number when he visits the website.
Keep in mind, if NoEmailNotification field was set to TRUE, user will not get this email.