The information in this article is only applicable for Admin and TC users.
Topics in this article:
Importing Users Into Sisu
Download one of the following templates:
Excel template: Click here to download this template.
Google Sheets template: Click here to download this template. Make a copy of it once it is downloaded.
Note: One way to make a copy of a Google Template is to open the template and go to File > Make a Copy. If the "Make a Copy" button is grayed out, check out this article in our Knowledge Base for some troubleshooting tips.
Open your copy of the template, and enter in as much user information as you can. Save your changes when you're finished.
Note: If there's an asterisk in a column header, the column is required.
Submit your completed template for import directly by visiting:
💬 If you need any assistance completing the template or have additional questions log into Sisu and use the chat bubble to share the import spreadsheet with one of our Customer Success team members. They will be happy to assist with your submission.
ℹ️ If you're importing transactions prior to users please see the section below Activating Inactive Users.
Activating Inactive Users
If your transactions were imported before your users then any users assigned to imported transactions were added to your user roster as inactive users. If you'd like to activate any of these users, please follow these steps:
Navigate to Admin > Users.
Click the view scope and select Inactive. This will show you all inactive users.
For each user you want to activate, click the Edit drop-down arrow and select Activate User.
ℹ️ If you need to purchase additional user licenses to make users active check out this article in our Knowledge Base! 📙