How to create and import a candidate user

There are 2 ways to create users in Meazure:

1. Individually
2. In bulk via import

Creating users individually

1. To create a new candidate user, click on the 'Users' tab, then the 'Add user' button.
2. Fill in the following mandatory fields:
   • Username (we recommend using the candidate's email address)
   • First name
   • Last name
   • Personal email
3. Uncheck the Demo button. Using the Demo feature will deactivate the user account after one month.
4. Enter any additional required metadata.
5. Save user.

Creating users in bulk via import

To create a group of users using an import list, follow the instructions below:

1. Create an excel file with the user information you would like to import. Each candidate should be on their own row. The following are mandatory fields:
   
   • Username (we recommend using the candidate's email address)
   • First name
   • Last name
   • Personal email
2. You may also add a column for a user group. Be sure to create the user group first. See this article for more information: How to create a user group
3. Confirm all columns are properly labelled as headers in Excel file
4. Select all columns. Right-click to copy the columns.
5. Open a new worksheet in Excel. Right click Paste>Paste as Values.
6. Save this Excel file in CSV UTF-8 format.   
7. When the file is ready, navigate to the Import tab in Meazure and select Import Users
8. Choose and upload the file.
9. Preview the file: This is where the category for each column is chosen.
   • Username: This is the unique identifier for the candidate and must be included in every user import.
   • First name.
   • Last name.
   • Email: This field is case sensitive and should always be entered in all lowercase characters.
     
     TIP: Excel formula LOWER() will remove all uppercase characters from the email address.
   • User group: A method to group candidates together. These must be created prior to importing.
   • Custom: Any custom user data. This would have been determined during your onboarding.
10. Click on the Import button to begin the bulk upload. You will see the following information for confirmation:
    • Successful new users.
    • Successful updated users.
    • Failed imports.

Attached is a sample candidate registry that can be used. The third sheet, "Import This Sheet", can be used as a template for importing.