Adding Team Members or Users to your AppointmentCore Account by Importing Existing User Data from Salesforce

This article will walk you through the process of importing existing user data from Salesforce and adding them to your AppointmentCore account as team members.

Each Team Member, Practitioner, or Location gets set up as their own “User” in AppointmentCore. Your subscription level limits the number of Team Members or Users you can add. If you reach your subscription level's maximum number of allowed users, you will need to upgrade to add more team members to your AppointmentCore account.

You can check out the Pricing Plan on our website to see the different subscription levels that we offer.

By default, the Admin is the first User who registered your AppointmentCore account. However, once you've added more Users, you can make more than one of them an Admin on your account, allowing Admins to share responsibilities as necessary.

Adding Team Members or Users to your AppointmentCore account can be accomplished in a number of ways, one of which is by importing existing users from Salesforce.

Before you start: 

• Ensure that you are logged into AppointmentCore using an Admin account.

• Ensure that Salesforce is activated in the Integrations section of Company Settings and connected in the My Integrations section of My User Settings.

Navigate to the left panel of your My Dashboard screen and select Settings. Under Company Settings on the left menu, select Team Members. Company Settings will only be visible if you are logged in with an account that has Admin privileges. On the Team Members screen, click the three dots in the upper-right corner. Select Copy Users From Salesforce from the dropdown list. In the pop-up box that appears, select the Salesforce users you want to import into AppointmentCore.

Newly added users will receive an email containing their login information and instructions to set up their AppointmentCore account.

See also:

• Adding Team Members or New Users to your AppointmentCore Account Using Manual Input
• Adding Team Members or Users to your AppointmentCore Account by Importing Existing User Data from Infusionsoft

• Adding Team Members or Users to your AppointmentCore Account by Importing Existing User Data from HubSpot

• Adding Team Members or Users to your AppointmentCore Account by Importing Existing User Data from ActiveCampaign