You may import users in bulk, using an spreadsheet file.
Users file
The users file must be as follows:
- XLSX format* One row per user
- One header row that indicates the content of each column
How to proceed
The import is achieved like so:
- Select the user file from your file system.
- The file is instantly uploaded and scanned.
- The header row is scanned trying to match known attributes, such as ‘name’ or ’email’.
- If some headings are not matched, the issues are reported. You may correct the mapping of columns to attributes.To do so, click on the settings button.
- Once the mapping is correct, you may launch the actual import of users. To do this, click on the button with a small triangle icon.
- Users are imported. Errors are reported and listed.
Creation and update
If an user exists with the same id or the same email address, the import will not create a new user but will update the existing user.
Sending invitations
Once new users have been imported, they must be informed, and invited to define a password, which will activate their account.
Click on the Send invitations button. Each new user will receive an invitation email.