👥 ¿How to import or update members in an organization?

In Waitry, you can bulk import members to an organization or update their data and credits using model files in Excel format.

Below, we show you how to do it step by step 👇

1️⃣ Enter the Organizations section

1. **Access the Waitry administrator: 👉https://app.waitry.net
2. From the sidebar, select: Clients → **Organizations. **
3. Enter the desired organization and then the Users section.
4. Click on the Import button (located in the upper right corner)

2️⃣ Download the available templates

Within the Import option, you can download two example files:

• Member template → used to import or update users in the organization.
• Credits template → used to upload, modify, or update credits or pension balances.

📌 In the first row of each template, you will find the description of the data that must be completed in each column.

3️⃣ Fields of the Members template

• Code → External code that identifies the user. (Mandatory)

• Name → User's first name. (Mandatory)

• Last Name → User's last name. (Mandatory)

• Document → Person's unique document ID. (Optional)

• Phone → Phone number. (Optional)

• User Email → This will be the username for logging into the app. (Mandatory)

• Purchase Type:wallet = Walletaccount = Current Accountpension = PensionaccountLimit = Limited Current Account (If not specified, wallet is assigned by default)

• Reference → Relationship with the purchase type in the organization. (Mandatory)
• Department → User's area or sector within the organization. (Optional)

4️⃣ Fields of the Credits template

• Code → External code that identifies the user. (Mandatory)
• Date From → Start date for credit application.
• Date To → Credit expiration date.
• Reference → Relationship with the purchase type in the organization.
• Credits A → Quantity of primary credits.If it is money, only complete this field.If it is a pension, indicate the number of meals for the first option.
• Credits B → Quantity of secondary credits.If it is a pension, this corresponds to the number of meals for the second option.

5️⃣ Import the file into Waitry

1. From the administrator, go to: Clients → Organizations → Users → Import.
2. ** **Select the file you completed.
3. If you are only updating credits, check the option “Only update credits”.
4. If it is a user import, complete the field “Value in Waitry” (this must match the column names in the template file).
5. Finally, click Import.

✅ Done! The members or credits will be loaded/updated in your organization.

✨ EXTRA

If you need to schedule a credit reload, after selecting Only credits, you can set a specific date for the reload to be executed automatically.

Updated on: 17/11/2025