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Bulk Import Users | Axero Documentation

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Bulk Import Users

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Use bulk import to quickly add several user accounts to your intranet at once. You can also use bulk import to update user data in bulk. 

To bulk import or update users, you must have a CSV file of users. The CSV file must include columns for username and email address. You can import or update any profile field, including user preferences. Match column headings in the CSV file to the User Profile Fields labels. The column headings can be in any of the languages available on your site.

Download a sample CSV file. The sample file includes the following columns: Username, First name, Last name, Email, Password, Company, Date of birth, Department, Address 1, City, Country, Postal code, State, Occupation, Phone, Reports to, Profile photo.

To bulk import users:

  1. Click the gear icon > Control Panel > People > Manage People.
  2. Click Options > Bulk Import People.
  3. Click Choose File.
  4. Select the CSV file.
  5. Click Upload.
  6. A preview of the first few rows will appear. Verify that the data is correct.
    Example:

    Bulk import preview
  7. Click Continue.
  8. Check or uncheck Activate user account. If Activate user account is checked, then the user is automatically added and can immediately log in. If not checked, the user will receive an email with a verification hyperlink that they must click on before logging in.
  9. Select the top-level role to assign to users. Users will automatically be assigned the Member role. If you need to assign multiple roles, you can bulk import the same file multiple times.
  10. Check the spaces to add people to.
  11. For the selected spaces, choose the space role to assign the users.
  12. Click Bulk Import People.

The bulk import will begin. A progress bar will appear on the page. You can stay on the page or leave the page.

If you checked Activate user account, the new users will appear in Manage People. If you didn't check Activate user account, the new users will appear in Manage People > Pending Activation.

Fields Available for Bulk Upload for New Users

You can add any field that you have on the Edit Profile page. In the table below, as an example, we have added the Tags column, which can also be imported when adding new users.

Username Password Email First name Last name Tags
user.name #@$%123 someone@yourcompany.com Joseph Smith Location, Department

Here is another example of a table where the column Phone is added. 

Username Password Email First name Last name Tags Phone
user.name #@$%123 someone@yourcompany.com Joseph Smith Location 000-000-0000

You can add similar rows in the CSV file to import users. 

Bulk importing the Reports to field

When you bulk import the Reports to field (which builds the Organizational Chart) use the manager's username, email address, or user ID. Don't use the manager's display name.

If you're bulk importing users for the first time and populating the Reports to field, you may need to import the CSV file twice to populate all the Reports to fields.

If the org chart doesn't load after bulk import finishes, go to Control Panel > System > Advanced System Utilities and .

Using the user export file to update existing users

You can use the CSV file from Download CSV File of Users to make changes to users' profile data (such as first name, last name, address, etc). The CSV file includes columns that are not profile fields (such as Joined, Last Login, etc). To avoid errors, remove non-profile and unneeded columns before using the CSV file in bulk import.

+ Bulk Upload Custom Profile Data

To match custom profile fields upon bulk import, you must edit the profile page with the custom fields. We will use the example of matching custom roles in profiles in the following steps:

1) Go to Control Panel>People>User Profiles.

2) Click on the gear icon for the Edit Profile page, then Edit Page.

  • Depending on the type of data in the custom field, you may want to display it with a certain widget. In this case, we will use the Picklist widget since multiple roles can be assigned to one user.

3) Under Widgets, select Picklist, drag it into the profile page, click the clog icon, and then Edit Properties.

4) Under Properties, rename the widget to the data you are going to match (in this example Roles).

5) Go to Field Options, add Options, name options, and set value to True. (This is for the Role example.)

6) Save Widget, then Publish Changes.

7) Upload the CSV file to import users. See the sample CSV below. Please name the columns as shown.

Bulk import rate

Users Added to N spaces Time (min:sec)
1000 0 2:40
1000 10 4:00

User Verification Email

When a user is bulk imported and the account is not activated, the user will receive a verification email. The user must click the link in the email to activate their account.

Verification email

Clicking the link in the email will open a confirmation page. 

Confirmation page

The user can then login with their username and password.

Login page

They will be prompted to update their password and fill out any missing profile fields.

Edit profile page

How to Customize the User Verification Email

To customize the user verification email, go to Control Panel > System > Email Templates and edit the User.Verification email template. You can change the content, wording, and layout of the verification email.

Troubleshooting

Error: 

System.ArgumentOutOfRangeException: Index was out of range. Must be non-negative and less than the size of the collection. Parameter name: index at System.ThrowHelper.ThrowArgumentOutOfRangeException(ExceptionArgument argument, ExceptionResource resource) at System.Collections.Generic.List`1.get_Item(Int32 index) at Web.cf_admin.Users.bulk_import_users.btnUpload_Click(Object sender, EventArgs e)

Fix: Remove any empty lines in the CSV file.

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