Import Users

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This article will show you how to import users into your site from an existing user spreadsheet.

Who can use this feature?

System Administrator

File Format Rules

For Sites On CivicPlus Organizations

The file must be a text file with a file name extension .TXT or .CSV

Sites On Format Rules:

  • Fields must be comma-delimited

  • Each record should be placed on a separate line

  • All fields must be present, even if empty

  • Only the Groups field may be empty

  • Blank lines will be ignored

  • Duplicate entries will be ignored

  • Groups should be in one field and delimited by a pipe ( | )

Sites On Fields, in order:

  1. First Name

  2. Last Name

  3. Email Address - Limited to 255 characters

  4. Groups (all groups that users should be added to)

For Sites Off CivicPlus Organizations

The file must be a text file with a file name extension .TXT or .CSV

Sites Off User Type:

  • Standard: Default user type used by the CivicPlus CMS application

  • LDAP: User type when integrated with an LDAP system

Sites Off Format Rules:

  • Fields must be comma-delimited

  • Each record should be placed on a separate line

  • All fields must be present, even if empty

  • Only the Groups field may be empty

  • Blank lines will be ignored

  • Duplicate entries will be ignored

  • Groups should be in one field and delimited by a pipe ( | )

Sites Off Fields, in order:

  1. First Name

  2. Last Name

  3. Username

  4. Password should be at least 5 characters long

  5. Email Address (limited to 255 characters)

  6. Groups (user should be added to)


Instructions

  1. Sign in to your site

  2. Navigate to Modules and on the Site Tools tab, select User Administration:

  3. Select Import Users:The User Administration screen on the Users tab with the Import Users button highlighted.

  4. Select Choose File and select the file on your computer:The Import Users screen with the Choose File button highlighted.

    Note:

    View a template in the Files section of this article.

  5. Select Import File:The Import Users screen with the Import File button highlighted.

  6. View Successful Import prompt:The Import Users screen with a successful import prompt highlighted.