Person – Import

To import a list of users into Greatify:

  1. In the Person list (accessed via the Settings menu), click on the Import… button.
  2. Download the model Excel file. This file will be found in the Downloads file in Chrome or Safari. If you use Internet Explorer, you will be asked to save it somewhere on your computer.
  3. Replace the data in the Excel file with your own.
  4. Make sure your data starts on the 2nd line.
  5. Don’t change the order of the columns.
  6. Click on the Choose file button to select the Excel file to be imported.
  7. Click on the Validate data button.
  8. Review the data.
  9. Click on the Import data button.

Remember : Only one format (XLSX) can be imported. Also, only a system administrator can import data.