How to Add Users in Bulk (Spreadsheet Upload)

Jun 4, 2025 | FAQ, Training, Version 3.5

How to Add Users in Bulk with an Excel Spreadsheet in Drip7

This guide outlines the process for adding multiple users to the Drip7 platform using a tailored Excel spreadsheet. The process is efficient and integrates seamlessly with Drip7’s user management system.

 

Step 1: Access the Drip7 Admin Dashboard

  • Log into the Drip7 platform using your admin credentials on a desktop computer.
  • Navigate to the user management section, labeled “Users” in the admin dashboard.

 

Step 2: Download the Excel Template

  • In the user management section, locate the option for bulk user upload “Add Users from File”.
  • Click to download Drip7’s tailored Excel template (.xlsx), which includes required columns such as Email Address, First Name, Last Name, Nickname, and Group.

 

Step 3: Populate the Excel Template

  • Open the downloaded Excel template in a spreadsheet application (e.g., Microsoft Excel).
  • Enter user details in the corresponding columns, ensuring:
    • Email Address: Unique and in the format username@domain.com (required for login and notifications).
    • First Name and Last Name: Full names for user profiles.
    • Role: Specify “Learner” for standard users or “Admin” for those managing the platform.
    • Group/Department: Optional, to assign users to specific groups (e.g., “IT Team”).
  • Save the file in .xlsx format, or export as a .csv if prompted by the platform.

 

Step 4: Upload the Spreadsheet

  • Return to the Drip7 user management section and select the bulk upload option.
  • Click “Upload” or “Select File,” then browse to the location of your saved Excel or CSV file.
  • Confirm the upload, and Drip7 will process the file, validating user data.

 

Step 5: Verify and Activate Users

  • Check the user management section to confirm the new users appear with correct details and group assignments.
  • Use the “Notification” feature to send users a Welcome email, inviting them to the platform to create a password and get started.

 

Notes

  • Ensure email addresses are unique to avoid import errors, as Drip7 uses them to identify users.
  • For large organizations, consider SCIM provisioning as an alternative for automated user syncing.
  • Contact Drip7 support at info@drip7.com for assistance with template issues or bulk import errors.