Use bulk import to quickly add several user accounts to your intranet at once. You can also use bulk import to bulk update user data. Match column headings in the CSV file to User Profile Fields labels.
Sample CSV file
If Activate user account is checked, then the user is automatically added and can immediately login. If not checked, then the user will receive an email with a verification hyperlink that they must click on before they can login.
Check the spaces you would like to add people to. Then choose the role you would like to give the users for the selected space.
Bulk import rate
Email Templates > Communifire.User.Verification
How do you bulk import the images from Active Directory?
In the upcoming version that will be released in a few months, we include importing images for AD. The current workaround would be used the REST API to import profile images.
Matt Trujillo Does the bulk import *have* to include password if we're authenticating using SAML?
Yes, it doesn't have to be their AD password. If you ever disable SAML, the user would use this password to login to the site.
Do you know what happens if the user we include in the bulk import already has an account? Does it skip the user, or reset the account?
If the username and email address match, their information will be updated.
Hello Matt Trujillo -- does this still work? I need to update a couple of fields and don't want to blow up anything
Yes this still works. I suggest testing with a few users first, then importing the rest. You don't need to include every field on the update.
Is there a way in Version 6.x to bulk upload users with other required registration information like the department, title, location, etc.?
Yes, just include the name of the field as a column name in your csv file.
I just want to confirm: Using Bulk Import to add people to new spaces does NOT remove them from any spaces they already belong to, correct?
Yes, that's correct.
Matt Trujillo question about the bulk import of data for *existing* users: if we import their data but have no role or spaces selected during the process described above, will their previous roles and spaces persist, or be overwritten? Thanks!
If an existing user is bulk imported, the only information that will update will be the information included in the .CSV. All other information such as spaces and roles will remain the same if they are not specified in the uploaded document.
Hi - I did this and it worked! I updated only 2 fields so theimport file included userename, email and the 2 fields (Share email, Share Phone number set to FALSE)
The only thing that came up we some errors that I could not figure out the cause of. It would be great to have a way to see why things error out in the import. Maybe I missed it but I couldn't troubleshoot based on the error message.
What kind of errors occurred when you ran the bulk import?
We have some users who register use special characters even in a username
This special characters translate into ASCII (Ã = &)
The error I receive when I try to update says the same username is invalid
I can send account specific in DM
If you could open a case for this issue we can get the full team to help you resolve it.
If we use Bulk Import to add people to a space, can we assign multiple roles within the space by running the process for each role? Or will existing roles be overwritten each time?
Yes, you can run the bulk process multiple times to assign a user multiple roles in a space. The user's existing space roles will not be overwritten.
is requesting access to a wiki that you have locked: https://my.axerosolutions.com/spaces/5/communifire-documentation/wiki/view/22072/bulk-import-users