How to assign multiple subscriptions with a CSV file

OVERVIEW

Our CSV file import feature allows you to assign multiple subscriptions at once.

You can find below the information needed to create your CSV file so that the import can be done.

 

PREREQUISITE 

Create a CSV file

In order to create a CSV, please follow these steps :

- open a new Excel document

- save it using the format "CSV UTF-8"

csv_uft8.png

 

How to properly set up your CSV file

Your CSV file must contain the following :  

  • Column A of your CSV  
    • Line 1: "Subscription Type"
    • Line 2 :  "Pro" or "Standard"
  • Column B of your CSV :
    • Line 1: "Email" 
    • Line 2 :  The first name of the person to whom you want to assign a subscription
  • Column C of your CSV :
    • Line 1: "First Name" 
    • Line 2 : The last name of the person to whom you want to assign a subscription
  • Column D of your CSV : 
    • Line 1: "Last Name"
    • Line 1 : The email address of the person to whom you want to assign a subscription

You can then add another line for each other person to whom you want to assign a subscription.

 

Important note : Importing your CSV will only work if you respect the format detailed above.

 

 

IMPORT YOUR CSV

1. Click on "+ Import CSV" from the assignment page.
2. Go to Find your file and click on "Open".

The list of users who will be assigned the needed subscription will then be summarized.

3. Verify that the information is correct
4. Click on "Apply".

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