Bulk Importing Multiple Users (Web)

Bulk Import Multiple Users

1. Select Users in the left-hand navigation menu.
2. Select the Import User (s) at the top right of the screen.
3. On the Import User screen, select the Download CSV Template link to download the bulk import template.

4. Open the file BulkImportUsers.csv file from your “Downloads” folder and fill in the template with the user's necessary information:
   • SrNo - Adds a number per person in the list
   • CompanyCode - Enter the company's code
   • EmailId - Email Address to send an email to the user
   • FirstName (required) – Enter the visitor’s first name
   • MiddleName – Enter the visitor’s middle name, if available
   • LastName (required) – Enter the visitor’s last name
   • RoleName – Enter a role that will be assigned to the user
   • Department (optional) - Enter the department the user is in
   • Designation (optional) - Enter the title of the user within the company

**Follow the below template exactly for a successful bulk upload**

5. On the Import User screen, select the Choose File link and open the bulk import template file that includes the user(s) you want to import.
   • Select Upload & Validate
     • A preview of the user(s) is displayed. If there are any issues with the imported data, the row will be flagged with a red ❌.

6. Once the status shows a green ✅, select Upload and Validate to import the user(s).

**Make sure to save the BulkImportUsers.csv as CSV (Comma delimited)(*.csv) for a successful upload**