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.
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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.
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3. You can enroll users using phone number or email address. There are 4 columns in the file. When using Phone # as login ID all 4 columns are mandatory. When using Email as login ID, the Phone # field is optional, rest are mandatory.
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4. The first column iPlum ID (phone/email) tells the system what to use when creating the login ID for that user.   You will use the word "phone" or "email" in that box without quotes.  The iPlum login ID has to be unique for each user.  
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5. Second column phone number needs to be complete phone number with country code & area code.  
   
   Important: When you open the csv template file in Microsoft Excel or Google Sheets, you will select the phone number column formatting to "Text" and then enter the phone number with country code starting with + sign. e.g. US or Canada numbers will start with +1. You will also put a ' to preserve + sign.
   
   Example: '+14081231234

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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, you can fix the errors and upload the file again.

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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.
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2. You will be notified via email when the user accepts your invitation.
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3. You can assign a new phone number to the user or port their existing number in their sub-account.