Adding your Users into Optix is easy and can be done by importing information, and in this case, bulk uploading User information from a spreadsheet. Follow the instructions below to import your existing Users.
Warning: Imported Users start the Automations you’ve set up for new Users, so members can get a welcome email the moment they’re added. To hold off, turn on silent mode in step 2. It stops all member emails until you turn it off, as explained in How do I temporarily disable user notification emails in Optix?
Go to Users > All Users and click Add users.
To hold member emails, click Enable under Enable silent mode?
Click Bulk upload from a file.
Click Download template CSV file, fill it in, and save it as a .csv file.
Click Upload your completed .csv file and choose your file.
Choose a status for the new Users.
Check the preview. If some rows have errors, click Download file next to them.
Click Import, which shows how many Users will be added.
Only first name, last name and email have to be filled in. A row missing any of them is skipped without showing up as an error, so check that the preview’s count matches your file. Keep the column headings as they are, because Optix reads each column by its heading.
To put people in a Team, give them the same Team name and enter Yes under Team admin for at least one of them. Without an admin, none of that Team’s rows are imported, unless the name matches a Team you already have, in which case they join it.
The status decides whether the new Users count toward your Optix plan’s user limit and which Automations they start:
Status | What happens |
Active | They count toward your user limit and start your Automations for new active Users. |
Unconfirmed | The status for leads. They don’t count toward the limit, and they start your Automations for new unconfirmed Users instead. |
Community | Shown only when Community Users are turned on for your space. They don’t count toward the limit or start either set of Automations. Learn more in What is a Community User? |
If importing everyone as Active would take you past your user limit, no one is imported, so check your limit before a big import.
Rows with errors aren’t imported, and Optix asks you to download them before you continue. Fix them in that file and upload it once this import has finished.
Optix matches people by email, so someone who’s already a User gets their details updated from the file instead of a second account. Blank cells clear what their profile already had, and you can’t undo it. If they’d been made inactive, they come back with the status you chose.
Need more info on Getting Started?