This guide outlines the most effective and efficient self-service methods for migrating your users and content to Uscreen.
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Bulk User Imports
The Bulk Invite tool allows you to import multiple users at once and is ideal for migrating your existing audience to Uscreen.
๐ Learn more about Inviting Users in Bulk
Adding Users in Bulk
Navigate to People
Click Invite People
Under Bulk Invite, click Download sample CSV to get a template
Fill in the provided template with user information:
Column A: Name
Column B: Email Address
Save the file in CSV format
Upload your completed CSV by clicking Select Files or using drag and drop
Click Send An Invite
โน๏ธ INFO: The Bulk Invite tool is available on the Uscreen Plus plan. If you're not on this plan, contact sales@uscreen.tv to discuss upgrading.
Granting Access during Migration
To automatically give imported users access to content:
Create a Freebie bundle and make it Private
Enable Automatic Assignment
Add your content to the bundle
Import your users via CSV
After import, you can disable the automatic assignment option
๐ก TIP: Remember to disable Automatic Assignment after your import to prevent new signups from receiving free access to this content.
Bulk Content Uploads
You can migrate your video content to Uscreen using self-service methods.
Option 1: Direct Upload
๐ Learn more about Uploading Videos
For smaller content libraries, you can use the standard upload method.
Navigate to Content > Videos
Click Upload Videos
Select files from your computer to upload
Add metadata (title, description, thumbnail) while the videos are processing
๐ NOTE: We recommend uploading no more than 10-15 videos at a time, depending on your internet speed, to ensure successful uploads.
Option 2: Upload from Dropbox
๐ Learn more about Uploading from Dropbox
For larger content libraries, our Dropbox integration offers a more reliable solution.
Navigate to Content > Videos
Click Upload Videos
Sign in to your Dropbox account
Select the video files you want to upload
Click Choose
Add metadata after import
๐ก TIP: Using this method, you can select multiple files or the whole folder to upload to your store.
Add Users using Zapier
For more advanced migration needs, Zapier allows you to create automated workflows between Uscreen and thousands of other applications.
๐ Learn more about Zapier Integration
Preparing the Automation
Connect Uscreen to Zapier:
Go to Settings > Integrations in Uscreen
Copy your Zapier API Key
Add Uscreen as a connected app in Zapier
Enter your API Key when prompted
Create a Google Sheet with the following columns:
Name
Email Address
Password (optional)
Offer ID (if you want to assign a freebie bundle)
Set up your Zap:
Trigger: New or Updated Spreadsheet Row
Action: Assign User Access
โน๏ธ INFO: Providing and mapping a temporary password is optional and rather not advisable, since the Invite Customer (email template) already generates and sends a temporary password using the {{temp_password}}
variable.
๐ Learn more about Email Variables
Running the Automation
Map the necessary fields in the Zap Action: Assign User Access
Fill out the Google Sheet with details of your users
Publish
your created Zap
Invite more users by filling out new rows in the Google Sheet
๐ NOTE: Zapier does not check for new data instantly, so you may have to wait for the polling interval. This interval depends on your Zapier plan:
Free/Starter: every 15 minutes
Professional: every 2 minutes
Team/Company/Enterprise: every 1 minute
Advantages of Using Zapier
Automation: Process users continuously as they're added to your spreadsheet
Flexibility: Connect with various platforms (Mailchimp, Kajabi, etc.)
Customization: Create complex workflows with multiple steps
Scalability: Handle large migrations by processing in batches
FAQs
How many users can I import at once using the Bulk Invite tool?
How many users can I import at once using the Bulk Invite tool?
The Bulk Invite tool can handle up to 5,000 invitations at a time, however, we recommend batches of 500-1000 users for optimal processing. Larger imports may take longer to complete.
Will imported users receive login credentials automatically?
Will imported users receive login credentials automatically?
Yes, users imported via both methods will receive an invite email with login instructions. Make sure your Invite Customer email template is properly configured before importing.
What's the maximum file size for video uploads?
What's the maximum file size for video uploads?
Uscreen supports video files up to 8GB per file. For larger files, you may need to compress them or use the Dropbox integration.
Can I retain my video organization structure from my previous platform?
Can I retain my video organization structure from my previous platform?
While you cannot exactly migrate or maintain the same structure from your previous platform, you can recreate your organizational structure using collections and categories. Plan this structure before uploading to ensure a smoother process.