Import
Before you can upload a spreadsheet of your users to Prism, it must be formatted based on the guidelines below. You'll also need to download the User Bulk Import Template CSV file available via the modal when selecting Users.
Acceptable formats include CSV and XLS.
Guidelines for Bulk Import
The asterisk (*) indicates required fields
|
Field Name |
Explanation |
What’s Allowed |
Example |
|---|---|---|---|
| *First Name | First Name of User | ||
| *Last Name | Last Name of User | ||
| *Properties | The properties the user should be associated to | You must specify your property name as it appears in Prism, otherwise an error will be thrown | 123 Prism St |
| Email the user will use to log into Prism | A valid email address |
prismsupport@ buildingengines.com |
|
| Phone | User's phone number | A valid phone number | 123-456-7891 |
| Title | User's title | Any job title | Head Engineer |
| *Job Function | User type and job function |
Please see below what you can choose from. Based on the user type (Property Management, Tenant or Vendor), must match an existing job function Property Management:
Tenant
Vendor
|
Engineer |
| *Company Name | User's company name | You must specify the company name as it appears on Prism, otherwise an error will be thrown | Building Engines |
| External Key | |||
| Notes | |||
| Insurance Contact | Yes or No, depending on if the user is an insurance contact for their company | Yes or Leave Black | Yes |
Export
Click the Actions Button to Export Users.