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Version: V12

Import Users in Bulk Using a CSV File

Import multiple users at once using a CSV file instead of adding users individually. The bulk import feature transfers all user metadata and can assign users to groups automatically.

Prerequisites​

  • Assigned to the User Manager group or User Management permissions enabled.

Import Users from CSV​

  1. Select the hamburger menu (☰), then go to Admin > Users & Groups.
  2. Select Add Users, then select Using CSV file.
  3. In the Import users from CSV dialog:
    • Select the template download link to get the CSV template.
    • Select Choose File and upload your completed CSV file.
    • Optionally, select Send Email Forcefully to send notification emails to imported users.
  4. Select Upload.

Import users from CSV dialog

Check Import Progress​

  1. Select the hamburger menu (☰), then go to Admin > Control Panel > Workflows.
  2. In the Workflow Queues section, locate the Percentage column to view import progress.
  3. Check the State column for the import status: Finished, Failed, or Finished with error.
  4. If the import failed, select Details in the Action column for more information.

CSV File Guidelines​

The CSV file must be in UTF-8 format with a maximum size of 50MB. Download the template to ensure correct field order and naming.

Field Required Description
First name Yes The user’s first name.
Last name Yes The user’s last name.
Email Yes A valid email address for the user.
Password Conditional Required if Send Email Forcefully is not selected.
CAL No Assigns a specific CAL. Uses the portal default if not specified.
Group No Assigns the user to groups. Creates the group if it does not exist.
Auto confirm email No Set to 1 to skip email confirmation, or 0 to require confirmation.

The CSV file is field-sensitive. Do not alter the order or names of fields from the template, or the upload will fail.

See Also​

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