Importing new users

If you need to add multiple user accounts, you can import the user information in CSV (comma-separated value) format. Importing users is an alternative to using the add user account wizard, which adds user accounts one at a time.

You can import up to 1,000 users at a time in CSV files that are up to 300 KB in size.

• If you need to import more than one CSV file or more than 1,000 users to a single organization, wait until each import action is complete before starting a new one. Do not run multiple import actions for the same organization at the same time.
  
  If you are importing users to different organizations, it is possible to run multiple import actions at once. However, due to locking and concurrency controls, this might take longer than running the actions one at a time.

To import users:

1. Create a CSV file with information about the users you want to import.

When creating a CSV file, use these guidelines:

• Place user information on a single line; a new line indicates a new user.

• Use a comma to separate each value. There are 11 values, some of which are optional.

• If you do not want to supply an optional value, you still need to type a comma for that value unless it is the last value you are entering. This is shown in the following example. User1 is added with only two values, so only one comma is required. User2, however, has skipped values. Commas representing the skipped values are required.

User1,pwd

User2,pwd,,firstname,,lastname,true,,,User 2 description,true

• If you want to enable services for users, you need to provide the name of a valid user template in the template value of the CSV file. This template name is the third value specified. If you do not specify a template, the account is created without access to services. If you want to enable services later, you need to change each account individually.

• If the system detects an error in a user's information, that user is skipped. Information about the error is provided in the Action Log.

• Keep your CSV file within these limits: the maximum number of users you can add at once is 1,000; the maximum size of the CSV file is 300 KB.

2. Save the CSV file as a text file with a .txt filename extension.

3. Go to the import users page.

   • On the top navigation bar, click users, then click import users on the action bar above the users list.

4. Click Browse to locate the file, then click Add. The user information is imported, and the accounts are created.

5. If errors are reported, check the Action Log. It shows information about the error, including the users affected. If the system encounters an error in the CVS file, it skips the current user and attempts to add the next user in the file.