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 you begin, you’ll need to prepare a spreadsheet with the necessary information for each educator in each centre saved as a csv file. Here’s what to include:
Full Name: The full name of each educator.
Email Address: The email address associated with each educator’s account.
Role: The role of each educator (Team member or Team manager).
team_id: This is located in each team's profile. Just tap to copy the team_id.
If you’re unsure about the format, LoveHeart provides a sample template that you can download and use as a guide or you can create your own. sample_users_upload (1).csv
Access the Bulk Upload Feature
1. Log in to Your LoveHeart Account: Start by logging into your centre's LoveHeart account.
2. 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.
3. Select Org and Users: Look for the “Users” option and click on it.
4. Invite: Click on the "+ Invite"
5. Bulk import: At the bottom of the pop up you will see a section that says "Try Bulk Import". Click on this text.
6. Choose Your File: Click on the “Upload File” button and select the spreadsheet you prepared. Press 'Next' to continue.
7. 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.
8. 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.
9. 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.
10. 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.