Adding Users – CSV Import
To bulk import users, or to add/change information about your users, you can use our CSV Import feature. This is located in the "Users" section under the "Import Users" tab.
The CSV import allows you to import users in bulk with the following fields:
Group (must be between 2-40 characters)
You can click on the three Examples on the right side of the screen to see more detail as well as download Example CSV files. To download a pre-formatted CSV, click the Example with the formatting you'd like to use, then click Download Example CSV.
Notes on importing users with CSV:
- The only required field is the Email field. Other fields should only be included if they are being used during import.
- Email address must match one of your allowed domains. For example, [email protected], [email protected] If you are unsure of what allowed domains you have, our support team can verify that for you.
- Do not upload users with different domains in their emails.
- If adding an employee to multiple groups, copy the entry for that employee and alter the group field to add them to a different group. This would need to be done for each group you wish to add them to. for example, if an employee is to be added to 5 groups, they would have 5 lines in the CSV, each with a different group (all other information would remain the same).
You can import over existing users and it will add any new data or alter any data you have changed or add them to any new groups you’ve specified. This will not delete their Training or Phishing history.