Import Users
Mobile Locker lets you import bulk users from an excel spreadsheet if you manage a large team. You can manually add users to the platform or import a bulk list. In the list, you want to include the user name, email, phone number, and other relevant information.
In this tutorial, we will explain how to import users.
Click the Users tab from the Main Navigation Menu.
This page displays Users.
Click Import Users in the upper right-hand corner.
There are two ways to import Users.
- Upload an existing spreadsheet.
- Manually enter the Users.
Mobile Locker provides a template spreadsheet for importing users. To Download the template, click Download Excel Template File.
Download the Template Click the "Download Excel Template File" button to get the pre-formatted spreadsheet with all the required columns.
Preparing Your User Data
Fill Out the Template
Required Fields:
- Email: User's email address (e.g., janedoe@gmail.com)
- First Name: User's first name
- Last Name: User's last name
Optional Fields:
You can also include additional information:
- Suffix
- Phone number
- Phone extension
- Title
- Division
- Department
- Region
- District
- Territory
- Employee ID
- Manager Email
Important Notes:
- Do not copy the headers when transferring data from Excel
- Email, first name, and last name are required for each user
- All other fields are optional but can help with organization
Import Configuration
Configure Welcome Email Check the box "Send a welcome email to each new user" if you want users to receive an automatic welcome message upon import.
Assign User Groups In the "Add the new users to these groups" section, select or search for the groups you want to assign to all imported users. This helps organize users and assign appropriate permissions.
Handling Existing Users
Choose How to Handle Duplicates You have two options for existing users:
- Do nothing: Leave existing user information unchanged
- Update their contact details: Update name, phone, employee ID, title, region, district, territory, manager's email address, etc., but keep their original email address and password
Complete the Import
Import Users Once you've:
- Filled out the template with user data
- Configured welcome email settings
- Selected user groups
- Chosen how to handle existing users
Click the "Import Users" button to complete the process.
