1. Users: Uploading User Data
P
Product Marketer@Xoxoday
Updated: Aug 06, 2024
Description
Click through a step-by-step, interactive demo walkthrough of Getcompass, powered by Supademo.
Steps
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Hi! Let's learn how to upload user data to Compass.
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Let's begin!
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Click on Users
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Then, click on 'user'
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Next, click on 'Sales Team'.
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Now, click on "Add Users"
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Select 'Import with csv'.
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Now, click on 'Upload File'.
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Click 'Next'.
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Here, make sure to check that your columns have been mapped correctly. If you have any date fields, make sure that the data is aligned to the predefined format for this user template.
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Continue and click 'Next' again.
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Click on Logs to check the status
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Click on 'User Management'.
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Then, select the 'user' option again.
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Click on 'Sales Team'.
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Here, you'll find that your new users have been successfully uploaded on Compass. If you have any further queries, please refer to the Compass Tutorial Series Module 1: Users. Thank you!