Adding new People into Smartrak
Log into the Smartrak Admin website (NZ) or (AU) |
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Navigate to Manage > People > Import |
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Export all People or download the template here
Note: this is to make sure you are using the right format document, you should only need to do this the first time you import, from then on, use the same template for your import |
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Delete all existing people & add new peopleComplete the following fields: Note: your people’s names and email addresses must be unique
Save the file and note the location |
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Import the file
Select Choose File and select the file from your saved location IMPORTANT NOTE: DO NOT TICK THE BOX UNLESS YOU WANT TO DELETE ALL CURRENT USERS!!! Click on Import People |
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Confirm Import
If there are errors they will show up at the top of the page in red, correct the errors in the spreadsheet and try importing again |
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If you are unable to find an answer to your question in here please log a support request via the Smartrak Service Desk