In This Article:

The Bulk User Upload feature allows Admins to upload a list of up to 100 Users to an Account using a CSV import process. This makes the initial User creation and administration process easier.

Learn how to access ACL settings. Only Admin Users with the assigned User Upload ACL permission can access the Bulk User Upload feature. 

Important: There is a hard limit of 400 User records allowed per Account (this is different than the count of assigned Licenses.) Contact your CSM to have this amount raised.

 

 

Steps to Add Users via Bulk Upload 

1.) Click the Account main menu.

2.) Click the Users menu option.

3.) Select click the Bulk Upload Users button.

The Bulk Upload Users page will open.

4.) In the Select your File to upload section, click the Download Template button to download a CSV (comma-separated values) template file.

• If you already have the template downloaded, or a file that matches the template ready to upload, skip to Step 8.

5.) Open the CSV file in a spreadsheet application, (Google Sheets or Microsoft Excel.)

The template has columns for First Name, Last Name, and Email Address attributes that will appear in each User profile.

• The CSV file template only supports attributes for First Name, Last Name, and Email Address. Once the User is uploaded, Admins can edit other attributes/settings on the User, for example updating ACL assignments and creating Passwords. More attributes may be added to the template at a later time.

6.) For each User you want to add, enter the following required information in these columns in the spreadsheet:

• First Name

• Last Name

• Email Address

7.) After the spreadsheet is populated with all the Users you want to add, save it as a .csv file locally.

Note: Bulk Upload can handle up to 100 Users, an Account can have up to 400 Users. The limit can be increased but ONLY with approval. 

8.) On the Bulk Upload Users page click the Choose File button in the Upload File field.

9.) Select the file in the File Picker window.

10.) Once you have a file selected, the Start Import button will appear.

11.) Click the Start Import button to begin to upload process.

You will see the upload process in the Upload in Process section.

When the upload completes the Upload Results will appear on the Bulk Upload Users page, in the Upload Complete section.

Upload Results:

• Success Records
  Records were uploaded successfully.

• Failed Records
  Records failed to upload, possible reasons:

  • Incorrect File Format.

  • The file contained missing information.

  • The file contained more records than the allowed upload maximum of 100.

  • The file contained more records than is allowed on that Account (based on the Account User Capacity Object setting.)

  • Attempted to add a User with an Email that exists on another Account.

• Duplicates Found
  There are Users entered two or more times in the CSV file.
• Updated Records
  • Currently only User Names can be updated and reimported via the CSV Import process.

    • Important: If you attempt to update or change the Email of an existing User on the Account, the upload will create a NEW User record. This is because the User Email Address is used as a unique identifier.

• Total Records
  How many total records that were in the CSV file.

Possible Errors when Uploading a CSV:

Error Message	Reason/Solution
Uploaded file format is not supported.	Incorrect file format. Save the file in CSV format then upload again.
The max number of users has been reached for this account. Please contact your CSM.	Attempted to upload more users than their account currently allows. Consider removing inactive or unlicensed users from your account.
The max number of upload users has been reached for this process.	Attempted to upload more than 100 user records in a single upload. Keep the number of user records under 100 per upload.

Note: There is a hard limit of 400 user records allowed per Account, if users attempt to upload more users than their account currently allows, they will see the following message:

 

 

User Upload ACL

A new ACL called User Upload has been added. Only Admin Users with the assigned User Upload permission in the ACL can access the Bulk User Upload feature.

1.) From the Show Users page, click the User Name, Email, or use Action drop-down in the Action column and click the Settings option, to access the User Settings page for that User.

2.) On the User Setting page, click the Access Control List tab.

In the Access Control List section, you can edit the ACL settings for that User.

3.) Click the Create ACL button in the User ACL field. 

4.) Scroll down the list until you find User Upload in the Users section of the ACL list. 

5.) Click or unclick the checkboxes for the User Upload option to give that User the Bulk User Upload capability.

6.) Click the blue Apply Changes button to apply the ACL settings for that User.