How to import users to a Fluss+ device

How to import users to a Fluss+ device

This guide will help you with importing users to the Fluss+ device.

Note: It is recommended to use the Fluss+ website to import your users: https://app.fluss.io/.

Make sure you also have the appropriate access to invite users. For more info, see Access Types for Fluss+

Importing Users

Preparations

Be sure to have the correct format ready for upload: name and phone number.

On the home screen, navigate to "Invite".


Select your device type, Fluss+ or intercom.


Select one or multiple devices.


Select the access type you want for the users and select "Upload Contacts".


Option 1 - Upload via CSV

Select "Upload CSV File".


Upload your CSV file (with column data: name, mobile, notes — optional) by either dragging and dropping the file or selecting it.

Info
Note: Make sure the file is in .CSV format and not Excel format. If it was created in Excel or .xlsx format, open it in your spreadsheet editor and save it as CSV (comma-separated values).


Once you have uploaded the file, choose whether to toggle the first row or not. In this case, the CSV file has 'name' and 'mobile number' as the header row, which does not need to be imported. Then select "Continue" to proceed.


Option 2 - Upload via Copy/Paste Details

When you select "Copy/Paste Details", a text field will appear below for you to enter the name, mobile number, and notes (optional). It should look something like this:
David, 082 45..etc, notes. Make sure the name and phone number are each followed by a comma ( , ).


A preview of the users to be added will then be displayed automatically:


Assign the Columns

You will be directed to the next page to assign each appropriate column. The two main data types in the CSV are 'name' and 'mobile number'.

Once it has been successfully uploaded, select "Send Invite".


Once the invite process has been completed, a pop-up will appear asking if you want to share the Fluss+ app with those users.


The users will then appear on the users page with a status of either 'Active' or 'Pending'.



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