How do I bulk import users?

How to Bulk Import Users on Paytia

The Bulk Import User feature allows administrators to quickly upload a list of users to their Paytia platform using a CSV template.

Steps to Bulk Import Users

1. Navigate to the Users Page

• Go to Administer Users > Users in the Paytia admin portal: Users Page.
• On the Users Configuration page, locate the Bulk Import CSV button.
  
  

2. Download the Sample CSV Template

• Click the Bulk Import CSV button to open the import interface.
• Download the sample CSV file provided by clicking on the Sample CSV button.
  
  

3. Edit the Sample CSV

• Open the sample CSV file in a spreadsheet application (e.g., Excel).
• The sample file will include three pre-filled rows as a guide. You can delete these rows before adding your data.
  
  

CSV Column Mapping:

• Column B: Username – Enter the name of the user.
• Column C: User ID – Assign a unique numeric ID for the user.
• Column D: Department – Specify the department (e.g., Sales, ALL, etc.).
• Column E: Country Code – Use the two-letter country code (e.g., GB for United Kingdom).
• Column F: Telephone Number – Provide the user's phone number.
• Column G: Payment Handling Type – Specify if the user handles:
  • both: Incoming and outgoing payments.
  • inbound: Incoming payments only.
  • outbound: Outgoing payments only.
• Column H: Script ID – Enter the default user script ID (e.g., default_235).
  • Note: If custom user prompts are not configured, you can leave this value unaltered.
  • Configure prompts under Configure User Screen: Manage User Prompts.
• Column I: Email ID – Enter the user’s email address for login and communication.
  
  
  
  
  

  Column B
  Column C
  Column D
  Column E
  Column F
  Column G
  Column H Note this is configured in a different menu See Configure user screen User prompts https://paytiadirect.paytia.com/merchant/manage_calling_script
  Column I

  
  
  

4. Save the File

• After filling in the CSV file, save it as a CSV format to ensure compatibility with Paytia.
  
  

5. Upload the CSV File

• Return to the Bulk Import CSV pop-up on the Users page.
• Click Choose File, select your saved CSV file, and click Save to upload.

6. Verify Imported Users

• Once the file is uploaded, review the list of users in the system to ensure all data is correctly imported.
• Assign any necessary roles or permissions to the newly added users.

Notes:

• Ensure the format of the CSV matches the field requirements.
• If user prompts are customized, ensure the Script ID column reflects those changes.

This streamlined process saves time, especially for organizations adding multiple users at once.