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  • Log in as an admin user and go to the users' list page.

  • Click on the 'Import' button and select the option 'Forms'.

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  • Select the records type.

  • Click on 'Download Template File' to download the template file.

  • Enter all valid data in the template file as mentioned in the 'Data Dictionary' table below.

  • Upload the filled template file in the 'Input Records File' field, select 'Import Type' as 'Create' to add or 'Update' to update user roles.

  • Select the correct date and time format.

  • Click on the 'Validate and Import' button.

  • Refer to 'Import status' to check the status of the import job.

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