If you would like to add several Synovia users at once, you can upload all their data in bulk. To do so, follow these steps:

1. Click  >> Users.
    
   The Users screen will appear.
     
2. Click  at the top right.
    
   The Bulk Load Data dialog box will appear.
     
3. Click Download User Bulk Data Template.
    
   The bulk load template, bulkLoadTemplate.xlsx, will be downloaded to your computer.
    
4. Open bulkLoadTemplate.xlsx in Excel.
    
   The file will look like this:
      
5. Fill in the fields with the data specified in the column headers, with one user's information in each row, as follows:

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   Note: You may need to enable editing first, depending on your settings.

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   • Name: Include both the first and last names of the user. This is a required field.
      
   • Email: The email address the user will use to log in to Synovia. This is also a required field.
      
   • Role: Specify one of your organization's roles as it's listed in System Administration >> Roles. This is also a required field.
      
   • Work Phone: If the user has an office phone, you can provide the number here, but this field is optional.
      
   • Cell Phone: Providing the user's cell phone number is also optional, unless the user needs to be able to receive text message alerts.
      
   • Cell Carrier: Likewise, the carrier is optional, except for users who need to be able to receive text messages.
      
   • Default Password: You can provide an initial password, but this field is optional, as Synovia will give the user a default password if you don't include one.
      
     The file should look similar to this:
       
6. When you save the file, select Text (Tab delimited) (*.txt) in the Save As Type drop-down list, which will change its name to bulkLoadTemplate.txt.
    
7. Back in the Bulk Load Data dialog box in Synovia, click Choose File.
    
8. Navigate to and select your tab-delimited text file (bulkLoadTemplate.txt).
    
   You'll be returned to the Bulk Load Data dialog box, and the bulkLoadTemplate.txt filename will appear in the Data File field.
     
9. Optionally, you can select Email Credentials to Users so that login instructions will be sent to the users.
    
10. Click Add Users.
     
    If you selected Email Credentials to Users, the Custom Message dialog box will appear, in which you can type a message that will be added to Synovia's introductory email (with initial login procedure information, including the password and email address to use).
     
     
11. Click Send if you are in the Custom Message dialog box, even if you didn't add a personalized note; otherwise, the credentials email won't be sent.
     
    A success message will appear at the top right of the Users screen, stating how many users were added.
     
    

Note: If you have any issues with this procedure, we recommend contacting your Synovia customer success manager for assistance.