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    How to Load Users to Planful?
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    Contents

    How to Load Users to Planful?

    • 2 Minutes to read
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    Article summary

    Article Summary

    This article provides a complete, step-by-step guide to loading users to Planful. It explains how to use Data Load Rules, and also outlines other available methods through SOAP API, REST API, and the User Interface for adding users — ensuring efficient, accurate user onboarding and management.

    Follow-up questions:

    • How do I add users using the REST API?

    • How do I load users using Data Load Rules?

    • How do I add users using the SOAP API?

    eddy_summary: Learn how to load users to Planful using Data Load Rules, APIs, or the user interface.
    eddy_keywords: load users, Data Load Rules, API, SOAP API, REST API, user interface, user management
    eddy_intent: Informational
    eddy_module: Administration - User & Role Management
    eddy_aliases: user load|user upload|import users|add users
    eddy_questions:
    - How do I load users using Data Load Rules?
    - How do I add new users using the SOAP API?
    - How do I add new users using the REST API?
    - How do I manually add users in the user interface?
                  eddy_followup_display:
    - How do I add users using the REST API?
    - How do I add users using the SOAP API?
    - How do I load users using Data Load Rules?
    - How do I manually add new users in the user interface?

    Administrators can load users to Planful in any of the following three methods:

    1. Data Load Rules - Administrators can set up Data Load Rules to upload multiple users. Supported source file types include CSV, Excel, and TXT files. This method is efficient, user-friendly, and commonly used for bulk uploads. It simplifies the process and is designed for ease of use.
      To learn how to load users using Data Load Rules, click here.

    2. Web Services (APIs) - Web Services enable admins to upload users via APIs. This method provides a flexible and automated approach to user management. This method is suited for admins familiar with API integration.
      To learn how to add new users using SOAP API, click here.
      To learn how to add new users using REST API, click here.

    3. User & Role Management - Administrators can manually enter users one at a time through the user interface. This is best when adding a few users.
      To learn how to add new users using the user interface, click here.

    Follow-up questions

    • How do I add users using the REST API?

    • How do I add users using the SOAP API?

    • How do I load users using Data Load Rules?

    • How do I manually add users in the user interface?

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