Leo User Guide

Import User Email

Updated on

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

Path: Admin Toolbar > Advanced > Data Entry > Data Import > User Email

Below is a sample template for User Email 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.

If any users in your list are not valid users in the system then they will be flagged as an invalid entry and you cannot run the upload until those records are removed. Search the report for any users with the name **NOT A VALID USER**

Validate Data
  • Click here to Import the new Email Addresses: This option will take the data and import it into the Leo database.
Updated User Report

Path: Admin Toolbar > People > Reports > Updated Users

This screen will let you enter a date range that will then be used to show you a list of all users who were last updated within that date range.

For more information, refer to the article on People: Reports

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