This article is best for:
- Bonsuly Admins 🎉
- Pro & Core Accounts 💼
Topics in this article:
Bonusly offers two primary user management options: manual user management, or integration with an HRIS system (Zenefits, BambooHR, etc). Manual user management can happen individually as well as in bulk via a spreadsheet that is uploaded to the platform.
In this article, you will learn how to add and invite multiple users at one time. This feature is perfect for the launch of new companies using manual user management. You will need to be a company admin in order to add users. If you are interested in learning about how to manually add users one at a time, check out our "Adding an individual user" article.
Whether you’re uploading your user list for the first time, or adding a group of new employees to your account, adding multiple users at once is easy with our bulk upload feature!
Adding multiple users in bulk
To add multiple users in bulk, click the 'Bulk Upload Users' button at the top-left of the 'User Manage' page:
You'll be taken to a new page with two options to choose from:
1) Bulk Import from CSV/XLSX File
Use this option for inviting new users to your account and uploading important user data such as name, department, hire date and more.
2) Bulk Add From a List of Email Addresses
Bulk Import From CSV/XLSX File
You can add all your users at once by uploading a CSV or XLSX file. The headers need to be specifically formatted in order to be read and uploaded by the program.
If you would like to make your spreadsheet from scratch, the headers are as followed:
- preferred_first_name: for nicknames, etc.
- location: this can be their state, city, office name, building number, floor, etc
- user_mode: Learn more in the user modes article.
- date_of_birth: Learn more in the automated birthday award article.
- hired_on: Learn more in the automated anniversary award article.
- allowance_boost: Learn more about their uses in the allowance boosts article.
- manager_email: Learn about benefits of adding manager emails.
-external_unique_id: typically the employee ID in your payroll system.
The information will look something like this:
Once you have a file in the format specified above, click the 'choose file' button, and select your file:
*The option to 'deactivate users not on the list' will immediately archive any users not listed.
When you've chosen your file and are satisfied with the settings, click the green 'upload' button. You'll be taken to a verification page to confirm the data.
This is your chance to double-check and make sure the list looks exactly the way you expect it to. If everything looks correct, click the green 'import' button near the bottom-left:
A new pop-up box will give you two options: Invite Now or Finish Later
Invite Now: Your new users will immediately receive an invitation to join your Bonusly account and can be viewed on the Users>Manage page. If this option is chosen, you will be taken back to the Users>Manage page, where text at the top of the page will indicate when the upload is complete.
Finish Later: Your user’s data will be uploaded to your account, but their profiles will not be activated and they will not receive an invite. Instead, these users can be manually activated at a later time on the Users>Imported Users page. If this option is chosen, you will be taken back to the Users>Manage page once the data has been uploaded to the account.
Bulk Add From a List of Email Addresses
Add the emails of the colleagues you'd like to invite, separated by commas, and click 'Add.'
You'll be taken to a verification page to confirm the emails you're adding. At the bottom of the list, click 'Add Users', and they'll receive automated email invitations to join your Bonusly account.
Important: As soon as you click the ‘Add Users’ button, your new users will immediately receive an invitation to join your Bonusly account.
That's it, you're all done manually adding users. 🎉
Still have questions? Write in to us at [email protected].