Bulk User Management Through File Uploads

As an admin, you can add, edit, deactivate, and archive users and admins.

If you only need to make one or two small edits to a user, we recommend doing it manually. You can read this article for guidance on how to create and edit users.

Keep in mind that if you have set up an AD integration, all the users that are handled by the AD must be managed in your AD, and any changes to these users will be ignored when uploading a spreadsheet.

How to add/update many users at the same time by uploading an .xlsx file

You can manage the users in your overall account, a specific group, or a branch by importing/exporting .xlsx files. Just use the correct menu item to get started: "Users" "Branches" or "Groups".

Start by downloading your current user list

Step 1: Choose how to get your file

Before uploading users, you need a file to work with.

If you already have users

Use this when you want to update existing users.

Go to Users
Click Import/Export
Click Export user list
Download the file

You can now edit this file and upload it again.

If you are creating users for the first time

Use this when your account has no users yet, or you want a clean starting point.

Go to Users
Click Download import template

This gives you a simple file that you can fill in with your user data.

Step 2: Edit your file

Open the file and update it based on what you want to do.

Update existing users by editing their information
Add new users by adding new rows
Deactivate users if needed
Remove the rows with users you want to delete

You only need to update the information you want to change. Required columns are marked with a *.

Step 3: Choose how to assign users and upload your file

You can decide how users should be placed in your organization when uploading your file.

Option 1: Upload to a specific group or branch

Go to Groups or Branches
Upload your file there

Users will be added directly to that group or branch.

Option 2: Assign users through your file

Upload your file under Users
Include the group or branch information in your file

Users will be created and assigned based on the information in the file.

Which option should you use?

Use Option 1 if you are working with one specific group or branch
Use Option 2 if you are managing multiple groups or branches in one file

Upload your file

Go to the relevant section (Users, Groups, or Branches)
Click Import/export
Click Import users
Select your file
Upload

Users will be created or updated based on the file.

Tip: If you’re unsure, upload under Users and manage assignments in the file.