INFO: This guide is for Organisation Administrators
This guide will cover
What is a CSV?
.CSV stands for "Comma Separated Values" and is a format whereby data is separated by commas. In order for the file to be read, it is vital that this format is followed, with no extraneous spaces or disallowed characters. These will prevent the file from being imported.
Why use a CSV?
If you have multiple users to create, then using a CSV can create all the users at the same time, saving you lots of time.
Creating users via CSV
Clicking the Download CSV will provide you with a CSV file that contains all of the users currently in your organization. The file is in a particular format that must be maintained in order for it to be interpreted by our system.
You can add additional users to this file, and then upload it to our system in order to perform a bulk import of users. Do not remove users who are already listed in the CSV.
The fields used in the user data CSV are as follows:
- User ID
- Email Address
- First Name
- Last Name
- License Type
With commas separating each of these fields, a CSV record for a user might look like this:
You can open CSV files in Microsoft Excel to view and edit them easily, but make sure you save it in .CSV format when you are done.
The best way to check the validity of a CSV file is to open it in Notepad and make sure there are no extraneous spaces or punctuation.
Once this is confirmed, you can upload the CSV file using the Upload CSV+ button. Any problems with the CSV import will be displayed per user. Click the info button for more information on the errors.
Here I have downloaded a CSV and opened it in a plain text editor (you can also open in spreadsheet software like excel). We have the column headers on the first line and beneath it the users. The first user is pre-existing. The details were already in the file when I downloaded it, on line 3 is a user I typed up. If I try and upload this it will give me several errors.
The first error is placing an ID in the first column, to fix this, remove the ID.
I have now removed the ID but this will still return an error for the usage of an existing email being used.
This is probably the most common error you will encounter, if you are trying to add a lot of users by CSV you may come across a couple that already have accounts. This will return you the error. To fix this, delete the user you just added from the CSV or use a different email for them.
If the platform is happy with the proposed CSV changes, it will look something like this screenshot.
Will Create appears in place of any previous errors if you had encountered any errors previously