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Import your Users in 2 minutes (using existing data base / iBusiness)

  • Updated

Who can use this feature?

System & User administrators only

You've invited a few clients already manually? Great. Now let's show you how you can easily upload everyone by just showing you a few screenshots. 

For more explanation and detailed step by step guides, do read our Guide to onboarding your users to Qwil Messenger.

Note: These actions are only permitted for administrators

 

If you prefer watching a video and learn everything there is to know in 25 minutes, click here. 

 

What to expect?

  • Download the data from your existing system (first name, last name, email and mobile number)
  • Populate 2 excel templates in the same way as you are inviting manually. This is not complicated and will save you a lot of time!
  • Upload each CSV template and all users will receive invitations in one go
  • You can always create more or amend Client teams later. 

 

 Download the Excel (CSV) template

  1. As an admin user, navigate to the administration menu and click on Client teams or Clients to download the 2 excel templates. Use the images below to help you with the data and format. 
  2. Click on the Import button and Download an empty CSV template. 

 

Populate the Excel (CSV) templates

Create Client teams

  1. Create one client team per team of staff according to your servicing model.(as many as you have groups of staff that service the same clients) 
  2. Name the Client teams appropriately. 
  3. Make sure there are no spaces or special characters in Group Identifiers (i.e. '-() etc.)
  4. Add in Column F the emails of the staff members covering the same clients. Separate staff members with a semi colon with no spaces. 

 

Screenshot_2021-04-07_at_16.26.54.png

Clients CSV completed example below:

  1. From your external data base (iBusiness for example) create an additional column to amend your mobile number format to the include international code and removing any spaces. 
  2. You can use this formula in a separate spreadsheet ="+44" & [cell ref] it will add the '+44 to the cells and paste it as value in the Client CSV column again. 
  3. Paste in Column G the Group Identifier created in the previous step.

 

Screenshot_2021-04-07_at_16.33.59.png

 

Import each Excel CSV to Qwil Messenger

  1. You can complete as many files as you want (maximum clients is 500 each time)
  2. Select the file and import under Staff, Client teams or Clients
  3. Client teams will be created or invitations will be sent. 

You will get an error code indicating the row (add 2 due to column titles) where it applies - this could be extra space in role, email used already, contact groups etc. 

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