Importing your users into Sisu is quite simple. Just download one of the template below and fill the fields. The more information you provide, the better off you will be in the future.
Download one of the User Import Template worksheet:
Menu: File > Make a Copy to use
Once done entering your users information, share the file with your Implementation coach and Sisu will load the data for you.
Note that once imported, all the imported users we have an inactive status. Please activate them as needed.
*** IMPORTANT ***
When users are imported, they will be added as Inactive users. If some of them are users who will be logging into Sisu, check the Inactive users first in Admin > Users and activate them (vs creating a new user for them which won't be associated to any existing transactions):