This guide is designed to assist you in utilizing the bulk user upload feature within your Home Stack app. Follow the steps provided either in the accompanying video or detailed below to effectively upload multiple users to your dashboard. *If you want to add only one user to the app, click HERE to learn how.
Step 1: Log In
- Go to dashboard.homesstack.com.
- Log in using your username and password.
Step 2: Access User Section
- Navigate to the user section on the dashboard.
- Click on "Upload CSV" at the top of the page.
Step 3: Download CSV Template
- Download the CSV template using the provided link.
- The CSV file has six fields; the first five are mandatory for all user uploads.
Step 4: Complete CSV File
- Fill out all necessary fields. If you're an agent uploading your user list, leave the mapping section blank.
- Find the agent key under the agent's profile at the end of their specific deep link.
- For more details, contact support@homesstack.com.
Step 5: Configure Welcome Email
- Choose between "1=Yes" and "0=No" for the "Send Welcome Email" field.
- "1=Yes" sends users an email with app download and login information.
- "0=No" creates users in the Home Stack database without notification.
Step 6: Save and Upload
- Save the completed CSV file.
- Upload the file. The system will alert you if any fields are incorrect.
Step 7: Confirm and Import
- Review the list of users available for import.
- Click "Import Users" to generate them in your backend dashboard.
Step 8: Email Notification (Optional)
- If you opted for a welcome email, it will be sent within five minutes.
Congratulations! You've successfully used the bulk user upload feature in your Home Stack app. For further assistance, reach out to Home Stack support.