Adding multiple educators to each of the organisations centres can be a time-consuming task if done individually. Fortunately, LoveHeart offers a bulk upload feature that allows you to add all your educators for all your centres at once. This guide will walk you through the simple steps to bulk upload users into all of your centres.
Bulk uploading users for an organisation is only available to the org manager.
Step 1. Prepare Your Spreadsheet
Before starting, you'll need to create a CSV file containing the required information for each educator at each centre. To assist you, please refer to our sample template:
sample_users_upload.csv
The sample template requires you to input the following information:
Email Address: Provide the email address associated with each educator’s account.
Role: Specify the educator’s role as either "Manager" (i.e. those in leadership roles such as your Centre Manager, 2IC and Educational Leaders) or "User".
team_id: Obtain the team ID by navigating to each team's profile in LoveHeart: Select "Teams"->> click on the desired team ->> and then select "Tap to copy" in the Team ID row.
2. Log in to Your LoveHeart Account: Start by logging into your centre's LoveHeart account.
3. Navigate to the Org account: Go to the icon with your initial and click on the drop down, navigate to your organisations name with enterprise written below.
4. Select Org and Users: Look for the “Users” option and click on it.
5. Invite: Click on the "+ Invite"
6. Bulk import: At the bottom of the pop up you will see a section that says "Try Bulk Import". Click on this text.
7. Choose Your File: Click on the “Upload File” button and select the spreadsheet you prepared from Step 1. Press 'Next' to continue.
8. Map Fields: Use the arrows next to each section to map the fields from your spreadsheet to the required field on LoveHeart. Once all fields are mapped, press 'Next' to continue.
9. Review the Data: After uploading, LoveHeart will display a preview of the data and let you know if any of the records are invalid. All invalid records will be highlighted with a red !. Click on the pencil next to each of these to edit the information. Take a moment to review the information to ensure everything is correct. When all records are valid, press 'Next' to continue.
10. Confirm the Upload Once everything looks good, click “Next.” LoveHeart will begin processing the data, and depending on the number of entries, this may take a few moments.
11. Verify the Upload After the upload is complete, double-check the "Users" section to ensure all educators have been added correctly. If anything is missing or incorrect, you can make adjustments manually.
Bulk uploading educators into organisation is a quick and efficient way to get all your centre's set up in LoveHeart. By following these steps, you can have all your users added in no time.