How to bulk upload new users?

Upload Instructions:

This process can simplify account creation for multiple users. It will send them invites.  Once the users have accepted invitations, you can purchase plans for them in the dashboard.

  1. Login iPlum portal and click Bulk Upload New Users. Download the template CSV file.
  2. Please keep the header row as is. Do not change any words in the header row. Add each new user in a separate row below the header row.
  3. Fill all 4 columns for each row.
  4. First column tells the system to use either phone number or email as iPlum login ID for that user.  You will use the word "phone" or "email" in that box without quotes based on if you want the system to use email address or phone number as login ID.  The iPlum login ID has to be unique for each user.  
  5. Second column phone number needs to be complete phone number with country-code & area code.  Example: US phone number: +12122121234.
  6. Once you have uploaded the file, you will get an email with the success or failure for each user.  If there are any error rows, only those users will not be created.
  7. You can fix the errors and upload the file again.

Further Steps at Success:

  1. Each user will receive a link via phone text or email to accept your invitation.  They will be prompted to setup a new password.
  2. You will be notified via email when the user accepts your invitation.
  3. You can assign a new phone number to the user or port their existing number in their sub-account.
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