Users Import Template
The import schema and attribute descriptions for the users .csv import file
Instructions for Use
1.Navigate to the Bulk Import section by clicking the Add Item button (➕) on the main navigation bar.
2.Download the import template from the Bulk Import section of LoadAi for the relevant object, or use your own spreadsheet.
3.Prepare your data and upload the completed file.
4.If you’re using your own template, you may need to manually select the object you are mapping. If you use the LoadAi Sample Template, columns will be auto-identified and auto-mapped.
5.Review the column mapping and click Validate to check for warnings or errors. If corrections are needed, download the validation report to adjust your data.
6.Once validation is successful, click Import to create or update your records based on the reference code alignment.
Sample File
Data Schema
Column Header |
Attribute |
Description |
Requirements |
|---|---|---|---|
|
|
|
The user’s email address. |
Valid email format (e.g., name@example.com). |
|
extension |
Extension |
The user’s phone extension. |
Valid alphanumeric extension prefixed with x (e.g., x1087). |
|
isActive |
Is Active |
Indicates whether the user account is active. |
Boolean value (TRUE or FALSE). |
|
name |
Name |
The full name of the user. |
First and last name. |
|
phone |
Phone |
The user’s contact phone number. |
Valid phone number format, optionally with extensions. |
|
role |
Role |
The role assigned to the user (e.g., Admin or Planner). |
Enum: Admin, Planner. |