Bulk User Import
How to import users in bulk using CSV files
Bulk User Import
The Bulk User Import feature allows administrators to quickly onboard multiple users by uploading a CSV file. This guide explains how to prepare your data and use the import tool effectively.
CSV File Requirements
To import users successfully, your file must be in CSV (Comma Separated Values) format and include specific headers.
Required Columns
Your CSV file must include a header row with the following columns. The headers are case-insensitive.
| Column Header | Requirement | Description |
|---|---|---|
First Name (or FirstName) | Required | The user’s first name. |
Last Name (or LastName) | Required | The user’s last name. |
Email | Conditional | The user’s email address. Required if Phone is missing. |
Phone | Conditional | The user’s phone number. Required if Email is missing. |
Note: Each user must have at least an Email OR a Phone number. You can provide both if available.
Example CSV Format
First Name,Last Name,Email,Phone
John,Doe,john.doe@example.com,
Jane,Smith,jane.smith@example.com,+15550102
Bob,Jones,,+15550199
Alice,Johnson,alice@example.com,
How to Import Users
- Navigate to Users: Go to the User Management section in the dashboard.
- Click Import: Select Bulk Import in the Actions menu.
- Upload File: Browse and select your CSV file.
- Review Preview: The system will validate your file and display a preview of the first 5 users to be imported.
- Validation Errors: If there are issues with your CSV (e.g., missing names, no contact info), the system will list them. You may need to correct your CSV and re-upload.
- Confirm Import: Click the Import button to process the file.
Import Logic & Rules
- Duplicate Users: If a user with the same Email or Phone number already exists in the system, they will be skipped. The final report will count these as already existing.
- Assigned Role: All imported users are assigned the Default (None) role initially. You can update their roles individually after the import.
Troubleshooting Common Errors
| Error Message | Solution |
|---|---|
| “CSV must contain a header row…” | Ensure your file has headers on the first line. |
| “Missing required columns” | Check that you have First Name and Last Name columns. |
| “Email or phone number is required” | Ensure every row has distinct contact information. |
| “users already exist” | These users were found in the database and were not duplicated. |