Bulk Importing Users

The Import option will allow you to bulk import users from a comma-separated-value (CSV) file.  As part of this procedure, you can download a CSV-formatted template that can be opened using Microsoft Excel, populate the template with users and then import the template.

  • From the Users Center, click the Import button.
  • The Import/Update From File pop-up window appears.
  • To download a template that you can populate and import into the platform:
    • Click the Download Template button.
    • Save the template to an area you can access.
    • Open the template, populate it with users, and then save the template.
  • Click the Browse button, navigate to where you saved the file containing the users to be imported, click the file, and then click Open.
  • Click Upload button. The platform shows a preview of the data to be imported and allows you to edit the values if needed.
Updated on February 7, 2023

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