Adding many users at once from a spreadsheet

  1. In the Office Manager view, click Users, then Import.
  2. Click Download Template and save it.
  3. Open the template in Microsoft Excel, add your users, and save it as a CSV file.
  4. Back in the Import window, click Browse, choose your file, and click Open.
  5. Click Upload.
  6. Check the preview. You can fix any values before they're added.

Need a hand? Call UnaDial support at 833-651-DIAL (833-651-3425) or email support@unadial.com.