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Sample bulk users excel template

***user_id will be blank if this is a new mobile worker

Tips

• Your first column in excel should say "username", with no spaces. Note that username is required.

• Your second column in excel should say "language". Use the language codes in CommCare, (ex. English = en, French = fra) 

• Name and phone number are optional (but recommended!) fields.
  

• For any new users, the password is required.  For existing users that are in the download, the password will be listed as a *********.  When uploading the file again, the password for these existing users will not be changed as long as that column contains only *s. If text is set in this column, then the password for the user will be updated to match the text string.  
  

• Remember to add the international country code to the phone numbers. 

• Add a space between the first and last name of your CommCare user. Do not need to use periods or other punctuation to separate.

Advanced

• Any additional data can be stored by user by adding columns with 'data: xxxx' in the first row of the column.  For instance, village, block, etc can be added, and will be stored. For more information, see https://dimagi.atlassian.net/wiki/x/3DTKfw.

• Mobile workers can be assigned a phone number or multiple phone numbers during bulk upload. To do this, add one or more columns with ‘phone-number xxxx’ in the first row of the column, where ‘xxxx’ is a sequential number (not the phone number). For example, if a user has more than one phone number, this can be sequential numbering, such as “phone-number 1”, then “phone-number 2” and so on. For a user with only one phone number in the “phone-number 1” column, that phone number will automatically be marked as ‘primary’ in CommCare. For a user with several phone numbers, the phone number in the “phone-number 1” column will be marked as ‘primary.’ Inversely, if at least one mobile worker has more than one phone number in CommCare, downloading the user.xlsx file as explained above will generate a file that contains N “phone-number” columns, N being the maximum number of phone numbers that a mobile worker has.

• A web user is able to update or delete an existing phone number via bulk upload. To update an existing phone number, the web user needs to edit the phone number in the appropriate cell, save the excel file and upload it. To delete a phone number, the web user simply needs to delete the number in the appropriate cell (leave the cell blank), save the excel file and upload it.

• If you neither want to delete nor update the phone numbers for any mobile worker, you can simply remove any "phone-number" columns from the upload. This will cause the phone numbers associated with the mobile workers to remain unchanged.
  

• Users can be pre-assigned to groups during bulk upload.  To do this, any column needs to have the syntax 'group (xxxx)' in the first row of the column. (Note that the 'xxxx' is any identifier, and is not the group name. To keep things simple, this can be sequential numbering, such as "group 1" then "group 2" and so on.)  Any user can be a member of multiple groups of different types by simply adding columns with the correct group syntax.  For groups, make sure you define the group on the 'groups' tab of the spreadsheet and indicate which type of group it is. For more detail see https://dimagi.atlassian.net/wiki/x/1SrKfw .

• For groups, make sure you define the group on the 'groups' tab of the spreadsheet and indicate which type of group it is: There are two types of groups: 1) Reporting groups - these groups users to view by group in the Filters on the Reporting section of HQ.  For example, you can group all mobile users within one Village or SubCenter. 2) Case sharing groups - these groups allow cases to be shared by different users.  For instance, if two mobile users were sharing the same catchment area, case information could be shared between these two users.

  See sample excel file.