Bulk User Upload
Customers who require a bulk upload of users to their account can now take advantage of InstaMed’s new Bulk Import Users functionality. This new feature will provide a seamless upload experience and eliminate the need for manual intervention. See below for the spec details for the file required to initiate this process. Please reach out to InstaMed for next steps on using this functionality.
File Format: CSV file
| Field | Is Required? | Notes |
|---|---|---|
| User ID | Y | |
| Display Name | Y | |
| Y | ||
| Password | Y | |
| Home Page | N | If blank, will default to "Patient Payment" If invalid, will default to "Manage Users" |
| Primary Group | Y | If blank will default to "DEFAULT" If invalid, validation error will be thrown Note: The Default group must be displayed as [Default] with the brackets |
| Role 1 | N | |
| Role 2 | N | |
| Role 3 | N | |
| Role 4 | N | |
| Role 5 | N | |
| Role 6 | N | |
| Role 7 | N | |
| Role 8 | N | |
| Role 9 | N | |
| Role 10 | N |