Funkcióútmutatók
User Management
Importing Users via CSV
Use the CSV import to add or update multiple users at once. Download the template, fill in your user data, and upload — Leadbacker creates or updates every user in one step. Email addresses are used as the unique identifier, so re-importing a file will update existing users without creating duplicates.
Ki használhatja ezt a funkciót
- Key User
Előfeltételek
- Key User role in Leadbacker
- Your Seniority IDs and any Custom IDs — request these from the Leadbacker team before starting
- A spreadsheet editor that can save as CSV with UTF-8 encoding (e.g. Excel)
Lépések
- 1Go to the USERS tab and click Import Users.
- 2In the dialog that opens, click the CSV template link to download the template.
Fill in the required columns for every user row
- ACTIVE — enter ACTIVE or INACTIVE
- EMAIL — must be unique; used as the identifier on re-import
- FIRST NAME and LAST NAME
- ROLE — KeyUser, Leadbacker, or Feedbacker
- DEPARTMENT and SENIORITY
- 1Fill optional columns as needed: GENDER, GENERATION, LOCATION, EMPLOYED SINCE (DD.MM.YYYY format), and connection columns (separate multiple emails with /).
- 2Save the file as .csv with UTF-8 encoding. Leadbacker uses semicolons as separators.
- 3If you have more than 300 users, split the file into separate batches of ≤ 300 rows.
- 4Back in Leadbacker, click Select file, choose your CSV, then click Upload.
If 'Reporting by stakeholder groups' is on, SUPERVISOR(S), PEER(S), and DIRECT REPORT(S) also become required.
Fontos megjegyzések
- Inactive users cannot log in until reactivated.
- Seniority IDs are not visible in the app — contact the Leadbacker team to get yours.
- This same process updates existing users; it is not only for new accounts.
GYIK
Kapcsolódó témák
- User Management — create & edit users individually
- Create Departments & Locations
- Company Network — formal and informal connections