Skip to main content

How to Bulk Upload Users to the Platform?

Written by Support
Updated this week

Bulk uploading users allows administrators to quickly add multiple users to the Wellness360 platform, making the enrollment process faster and more efficient.

Follow the step-by-step guide below to import users using the Wellness360 Admin Portal.


Step 1: Log in to the Admin Portal

Access your organization’s Wellness360 Admin Portal and log in using your administrator credentials.

Step 2: Download the Eligibility File Template

  • Navigate to Admin Dashboard → User Management → Eligible Records

  • Click Download CSV File (located in the top-right corner)

  • Save the Eligibility Template to your computer

Step 3: Prepare Your User Data

  • Open the downloaded file using a spreadsheet tool such as Microsoft Excel or Google Sheets

  • Enter the required user details, including:

    • Full Name

    • Email Address

    • Role

    • Department

    • Any additional required fields

  • Ensure all mandatory fields are completed and formatted correctly

  • Save the file in CSV format

Step 4: Upload the CSV File

  • Return to Admin Dashboard → User Management → Eligible Records

  • Click Upload CSV File

  • Select Click to Upload CSV File and choose your prepared file

  • Once uploaded, click Upload Eligibility Data to begin processing

Step 5: Verify Imported Users

  • Navigate to User Management → Eligible Records

  • Use the search or filter options to locate the newly added users

  • Confirm that all records have been imported successfully

Note: It may take a few minutes for the system to reflect newly uploaded users.


Additional Tips

  • Use filters such as Active/Inactive Users, Member Types, and Registration Status to quickly locate users

  • Double-check email formats and required fields to avoid upload errors


Need help?
If the issue continues, please contact our Support team at [email protected]. We’ll be happy to assist you and ensure everything is working as expected.

Did this answer your question?