Importing users

You can import users and their associated security roles by clicking the import icon.

The supported file types are CSV and XML. The CSV file must contain a header. The header can include these variables:

  • EmailId - required
  • FirstName
  • LastName - required if FirstName is provided
  • Title
  • FederatedId
  • PersonId
  • UserName
  • UserIdentifier
  • UserAlias
  • Status
  • UPN - available for import but not editable
  • Department
  • UserGuid
  • Picture
    Note: The profile picture image cannot be larger than 1,024 KB.
  • MinglePicture
  • GenericProperty_<PropertyName>
  • SecurityRole1, SecurityRole2, SecurityRole3, and so on
  • FunctionalSecurityRole1, FunctionalSecurityRole2, FunctionalSecurityRole3, and so on
Note: You can assign security roles, functional security roles, or generic properties to a user through this import process only by using the XML file format. If you import by using the CSV file format, security roles, functional security roles, and generic properties that do not exist in the system are ignored. To import a CSV file that contains special characters, use the CSV UTF-8 format.

To send an invitation to imported users, you must select the Send Invitation to New Users check box.

To update existing users, select the Update existing users check box.

To activate deleted users, you must select the Activate deleted users check box along with the Update existing users check box. These options are disabled when the Create Users in Draft Status setting is enabled.

To deactivate current users who are not in the import file, select the Deactivate users that are not present in the import check box.

The import results are displayed in a window after the import process is successfully completed. The Download Results link provides the results for each entry in the import file along with its result.