Leo User Guide

Import Users

Updated on

Use this option to batch upload Users, next you will review the report, verify data, and finally import the data into Leo.

Path: Admin Toolbar > Advanced > Data Entry > Data Import > Users

Below is a sample template for Users CSV file for download.

TIP: When copying content into the .cvs template use Ctrl+Alt+V to remove any formatting from the source file.

Upload CSV
  • Select a File: Browse for the CSV file.
  • Save File

TIP: Leo automatically scans all uploading files for viruses. Click Close to continue.

Preview Data

At this point the data has not been imported/added to Leo

This report shows the data that you have selected to upload to Leo. Use this report to review and verify the data prior to the actual upload of data into Leo.

Import Data
  • Click here to import the Users in this list: This option will take the data and import it into the Leo database.

Password Reset Option

Notify Users Option

User Import Completed

You can use the New Users Report to review new and updated User Accounts.

Path: Admin Toolbar > People > Reports > New User Listing

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