Store Level > Data > Imports > User Import

The User Import streamlines the process of importing user data using a single spreadsheet into the system. 

Store Level > Data > Imports

1. Select User Import from the drop down list. Click on the Download Import Template button.

2. Open the downloaded template and complete fields listed below.

There are notes associated to some fields to assist in filling out the template. These notes are listed below as well as within the template itself.

Note: Make sure when you finish to delete the 2nd row which is just an example user. 

Field	Notes
Import Mode	*Required 0 = New/Update 2 = Delete
System User Id	Best practice - Use this field when updating an already existing user.
E-Mail	*Required
Account Number	100 character limit and alphanumeric only
Alternate Id
Password	*Required The password you input isn’t set in stone you can also change it later, or have the user use the Reset Password Link.
First Name	*Required
Last Name	*Required
Company
Address 1	Address will populate for both the Shipping and Billing Address If a different Shipping or Billing Address is needed, use the Address Import to make additional updates.
Address 2	Address will populate for both the Shipping and Billing Address If a different Shipping or Billing Address is needed, use the Address Import to make additional updates.
City
State ID	US State/Canadian Province
Country ID	United States can only be entered as US. If entered as USA or United States on the XLS it can cause issues with the import.
Zip	Zip will populate for both the Shipping and Billing Address If a different Shipping or Billing Address is needed, use the Address Import to make additional updates.
Phone	Phone will populate both the Shipping and Billing Address If a different Shipping or Billing Address is needed, use the Address Import to make additional updates.
Fax
External UserId 1
External UserId 2
Pricing Level Id
User Group Code
CheckoutGroupCode	Payment Method Group Codes must be set up prior to setting this field on the import. Store>Payment Method>Payment Method Group Codes
IsManager
ManagerId
ManagerHierarchyLevel
Custom 1
Custom 2
Custom 3
Custom 4

3. Drag file to upload or click Browse Files to choose the file and then click Import.

4. Then click Validate and Complete to upload.

When the file is uploaded, it could take several minutes to several hours for the import to be completed. The number of users being imported will affect how long the import takes to complete. Once the imported file has been processed, you will receive an email notifying you that it is either successful or there were issues. The email will note how many records processed successfully and the reason if any failed. 

If any records fail to import, you will want to move those records to a new template and upload that new template to complete the import.

Keep your User Import handy when doing a Points Import so that you can copy and paste the User info over. 

Updated June 27, 2025 14:41