A few notes before you start:

  • After you've completed filling out your bulk user file, send it to our Rewards Genius support team so that they can upload it to your platform.
  • There's an option to add custom fields starting in Column G (max: 15 columns).

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How to Upload Your First Bulk-User File

1. To begin, download the Bulk User Upload Template by clicking the button below:

2. Enter required user information into your downloaded excel template.

Fill out, at minimum, four required columns for each user:

  • User First Name (Column A)
  • User Last Name (Column B)
  • User Email Address (Column C)
  • Role (Column D): Select the appropriate user role: Admin, Standard, Support Lead, Support or Sender. Definitions provided below. 
  • Organization Access? (Column E) - Yes or No must be entered into this field to determine whether a user has access to all data under the platform or not.

3. (Optional) Enter additional information for users without organization-wide access.

If a user isn't granted complete organization access, complete these additional columns. as needed:

  • Group(s) Access (Column F): If the user needs access to specific Group(s), enter group ID(s) the user should have access to, separated by a comma and a space. An example has been provided below:
  • Account(s) Access (Column G): Required if: If the user needs access to specific Account(s), enter account number(s) the user should have access to, separated by a comma and a space. An example has been provided below:

4. (Optional) Enter custom fields

  • Custom fields can be created by entering text in Row 1 of each column after Column G.
  • Custom values are then populated for each user by entering data into the corresponding rows.
  • There's a limit of 15 custom fields that can be used.
  • Examples are provided below:

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