Bulk User Import Into Ontraccr

📥 Bulk User Import via Support Sheet
 

If you're onboarding a large workforce or migrating from another system, Ontraccr supports bulk user creation through a structured import process using a data input template. This article walks you through how the import works, what’s included, and how to ensure a smooth upload of multiple user profiles at once.

🧰 What Is the Data Import Template?

The data import template is a pre-formatted spreadsheet template provided by Ontraccr that allows you to input multiple user records in bulk.

• It includes fields for all relevant user details: name, division, role, wage, email, etc.
• Once completed, the Ontraccr team uses this to programmatically add users to your account.

🧭 How to Get Started

1. Request the data input template from your Customer Success Manager.
2. You’ll receive a template with clearly defined columns for each supported field.
3. Fill out one row per user, ensuring the required fields are complete (e.g., name, division, position, username, email, time zone).

📘 Tip: Use this method if you’re adding 10+ users at once to save significant time compared to manual entry.

📝 What Fields Can Be Included?

The import sheet supports all user fields you would normally configure manually, including:

• Name
• Username
• Email
• Division
• Position (role)
• Hourly wage
• Time zone
• Phone number
• Labels
• Project assignments
• Team assignments
• PIN
• Notes
• Any other standard or custom fields (if already created)

⚠️ Note: Fields like projects, teams, and custom labels must already exist in your Ontraccr instance. If not, they should be created manually beforehand or added to the import in coordination with your CSM.

📤 How to Submit the Import Template

Once the sheet is filled out:

1. Review for accuracy and completeness.
2. Email it to your Customer Success Manager.
3. They will confirm receipt and initiate the import.

🧪 What Happens After Import?

• User profiles are added to your account all at once.
• You may need to:
  • Add files or certifications manually afterward
  • Confirm role permissions (especially for custom roles)
  • Assign notifications or finish configuration if any fields were left blank

There is no automatic email notification sent to users unless configured — your CSM can guide you on how to handle first-time logins post-import.

📌 Summary

The bulk import process via support sheet is the fastest way to onboard large groups of users into Ontraccr. With just a spreadsheet and your CSM’s help, you can populate full user profiles — avoiding repetitive manual data entry.