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Table of Contents

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Upon successful upload, you will see this message with the number of roles and users that were created: "Users Loaded successfully. 1 Added, 3 Updated, 0 Deleted, 1 Roles Added." 

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Updating Users and Roles using a CSV file

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Tip

  • If you leave the roles column blank in the csv file you are using for updates, the existing roles for that user will be deleted. Be sure to add the roles relevant to the users you are updating so the existing roles are not cleared.

  • Customers who have automated csv uploads via the API (set up on versions earlier than v9.0) should be aware that passwords are no longer supported in csv upload and will be ignored.

CSV Upload Considerations

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  • The CSV upload can handle up to 1,000 rows in a given upload action. If you need to upload a large number of users, we recommend breaking them up into multiple CSVs of 1,000 users or fewer.

    • Return to the Manage Users page and click v11.3 Upload users CSV icon.PNG Upload Users again after each successful upload operation.

  • The "Reports To" column can only contain existing users. You should upload all of your users first, then re-upload the CSV(s) with the Reports To column filled.

  • If you have a large number of users, the users list may display a user count of -1. This is a known issue we plan to resolve in a future release.

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