This article will show you how to use a CSV file to import users into your Organization.
Import File Rules
A template is included as a resource at the bottom of this article.
Include the following columns in the following order:
First Name
Last Name
Email
Secondary Email
Phone Number
Groups
The imported file must be .CSV
Row one must include the label of the field
Groups with which to associate the user can be added to the last column(s) with one group per column
Existing users' groups will be updated, but all user information will be unchanged
Organization Service Instructions
Who can use this feature?
Log in to the Organization
Navigate to Users
Select Import Users
Upload the .CSV file
Click Import
Staff Center Instructions
Important Note
Staff Center is currently in Beta. Contact your Customer Success Manager for more information. If you do not have the Staff Center set up for your organization, use the Organization Service instructions.
Who can use this feature?
Log in to the Staff Center
Navigate to Users and Groups and select the Users menu
Select Import Users
Upload the .CSV file
Click Import