Bulk Upload Users

The Bulk Upload feature allows you to quickly add multiple users to your customer account by uploading a CSV file.

By clicking the Bulk Upload button, a new screen will open, allowing you to upload your CSV file. A downloadable template file is also available to help you get started.

To download the template, click the "Download CSV Template" link. This file, named import-people-template.csv, is a CSV (comma-separated values) spreadsheet used to bulk import People into your Customer. For detailed instructions on using the import template, please refer to the Understanding how to use the People Import Template article. Once you've populated the template with people's names and information, click or drag and drop the file into the 'Click to upload or drag and drop' area. If your Customer is configured with multiple Partitions, you will be prompted to choose the appropriate Partition for the imported records.

If you'd like the import process to update existing records, check the Allow import to update or overwrite records box. This enables the system to modify, replace, or delete existing People during the import.

After uploading, a progress screen will appear. If there are any errors in your file, you’ll be shown which rows were skipped. A downloadable CSV error report will be generated, explaining the issues for each failed row.

Note: The Bulk Import function is ideal when you need to add a large number of People and their credentials at once. If a group specified in the import file does not already exist, it will be created automatically, and the listed individuals will be added to that group.