First Step :

Press the Import

Open

Second Step :

Open

Third Step :

Upon clicking, the subsequent image will be displayed :

Fourth Step :

After you have selected a file, the following actions will occur.

As observed, the table comprises two columns.

Fifth Step :

You will be required to select the headers to display the data within the Data Preview section.

Sixth Step :

After selecting the required fields, the 'Import' button will become enabled. Upon clicking it, you will be presented with the next image as shown in the subsequent step.

While importing your data, you will observe a progress bar, and the import button will transition into a circular loading state. Additionally, you will have the opportunity to monitor the response status of each row.

Cautions :

1-When attempting to upload a file, if the file is completely empty, an error message will prompt you to try again .

2- When attempting to upload a file, it is necessary for the file to contain more than one row. The first row should serve as the header, and the subsequent rows should contain the data.

3- If the required fields are left empty, custom fields will not be created successfully. Additionally, an error message will be displayed in the response of the DataPreview .

4- If the organization creation is successful, the system will attempt to create the related users. However, this does not guarantee that all users will be created successfully; some may fail due to issues such as misspelled email addresses or non-existent emails. To view which users were not created, you can use the tooltip in the response for each row. This tooltip will display only the users that were not created successfully; if you do not see any such entries, it means that all users were created successfully.