How To Create Users Using CSV FIle
1. Navigate to https://app.wavecnct.com/login and log in to your account. Make sure your account is on the "Wave for Teams" or "Enterprise" plan.
2. Click "Users"
3. Click the "..." icon.
4. Click "Import Users"
5. Download the "CSV Template"
6. Complete the CSV file with the First Name, Last Name, Account Email, and any other relevant user information. Note that the Account Email will be your team member's email address when logging in to their accounts.
7. Click "Continue" to upload your completed CSV file
8. Drop your completed CSV file in the upload box.
9. Click "Continue" once your CSV has been uploaded.
10. Ensure the user information is correct and click "Create User"
11. You're all set! You've created your users, who'll receive an email to get started. We suggest you send an internal email to your team to let them know about their new digital business cards.
Understanding Each CSV Field:
Account Email Field:
The account email field is the email that your team member will use to log in to their profile after their account has been created. Please note that Wave is passwordless; your team members will receive a 6-digit code via email or phone to log in to their accounts.
Account Phone Field:
The account phone field, which is optional, is the phone number that your team member can use to log in to their account after it has been created.
Job Title Field:
This is the job title that will be displayed on your user's digital business card.
City Field:
This is the location field that will appear on your user's digital business card beneath their profile image.
Mobile Phones Field:
This is the mobile phone that will be shared with new contacts when your team members' digital business cards are shared. Please ensure you add the country and area code. Note that this number is unique to each individual team member.
Here is an example of a number in New York +1 (212) 123 1234. +1 is the country code, 212 is the area code, and the 7 digits is the mobile phone number.
Here are a few country calling code examples:
USA: +1
Canada: +1
Mexico: +52
UK (United Kingdom): +44
France: +33
Germany: +49
UAE (United Arab Emirates): +971
Spain: +34
Wok Phone Field:
This is the work phone that will be shared with new contacts when your team members' digital business cards are shared. Please ensure you add the country and area code. Note that this can be a generic company phone for all team members.
Work Phone Ext. Field:
This is the work phone extension that will be shared with new contacts when your team members' digital business cards are shared. Please ensure you add the country and area code. Note that this can be a generic company extension for all team members.
Personal Email Field:
This is the email address that will be shared with potential customers on your team member's digital business card. Note that it can be different from the account email, which is used for login purposes. Leave this blank if you prefer to share a Work Email instead.
Work Email Field:
This is the work email address that will be shared with potential customers on your team member's digital business card. Note that it can be different from the account email, which is used for login purposes.
User Language Field:
This field allows you to preset the language of your team's digital business card. Leaving this field blank will default to English. However, you have the option to add French, Spanish, Arabic, Japanese, and Chinese.
Team Name Field:
The team name field allows you to pre-assign users to an existing team in bulk. Ensure you've created a team on your dashboard and enter the exact name into the Team Name field; make sure it is an exact match.
Send Onboarding Email Field:
If this cell is empty, your users will automatically receive an onboarding email once the CSV file has been uploaded. The onboarding email will be sent from [email protected] and will notify them that their digital business card has been created, helping them access their accounts.
If you place FALSE in the "User Onboarding" cell, users will not receive an onboarding email; you will need to send an internal email notifying them of their digital business card.
We've provided you with a user onboarding template that you can send to your team internally to notify them of their digital business card.
User Onboarding Email Template:
Hello Team,
I'd like to inform you that we've created your Wave digital business cards.
You can also download the app here for Apple and here for Android. Log in with your company email address to easily access your profile and QR codes.
Once you share your QR code, the recipient will be prompted to exchange contact information with you.
You can also add your QR code to your Apple Wallet or Google Wallet to share your profile digitally.
Feel free to reach out if you have any questions.
Thank you,