What you’ll learn
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How to download and prepare the Monitors template
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How to upload and import your monitors in bulk
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How to resolve errors and send welcome emails
1. Overview
If you need to add multiple monitors at once, use the import feature instead of creating each profile manually. Just fill out our Excel template, upload it, and Ok Alone will create all monitor accounts for you.
2. Prerequisites
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You must be an Admin on your Ok Alone account.
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Your monitors do not already exist in the system (skip this if they do).
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You have a spreadsheet application (e.g., Excel, Google Sheets).
3. Download the Monitors Template
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Log in to the Ok Alone dashboard.
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Click Monitors in the sidebar.
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Open the Import/Export Monitors dropdown and select Upload Monitors.
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Click the Monitors.xlsx link to download the template.
4. Prepare Your Spreadsheet
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Open Monitors.xlsx. You’ll see three example rows—delete or overwrite these with your own data.
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Do not change the column order. The required columns are:
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Name (required)
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Email (required)
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Phone (optional)
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Contact by Email (yes/no)
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Contact by SMS (yes/no)
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Contact by Phone call (yes/no)
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Enter one monitor per row, matching each column’s requirements.
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Save the file in .xlsx format.
5. Upload and Validate
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Back in the dashboard’s Upload Monitors page, click Choose File (or drag your file into the dashed box).
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Click the green Upload button.
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Wait for validation:
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Rows that pass validation turn green.
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Any errors (e.g., missing Name or Email) are highlighted in red.
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If there are errors, correct them in your spreadsheet, save, and re-upload.
6. Import and Send Welcome Emails
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Once all rows are green, click Import these Monitors.
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However, if there are any issues, such as missing names or emails, then these will show as errors. They will need to be resolved and the file reloaded before you can import the monitors.
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After import completes, click Send Welcome Email to notify your new monitors with setup instructions.
