How to Load Users to Planful?

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.