Importing people: three ways to do it

Importing as contacts

In Intervals, Contacts do not have ability to log in so none of their user account fields are required, such as the username or password. If an email is supplied, it will only be used to populate the contact card for that person. If you’re not already familiar with contacts, have a look at this introduction.

Importing people with a username and password included in the file

This method creates people along with their login credentials. In addition to username and password, an email address must be included as well as one of the following group names: Administrator, Manager, Resource or Executive. An automated invitation email won’t be sent and it’s up to the administrator to distribute login credentials.

Importing people while letting them set a username and password

Upon completion of the import, an invitation email will be sent to each user that contains directions to create a new username and password. An email address must be included as well as one of the following group names: Administrator, Manager, Resource or Executive.

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