IN THIS ARTICLE

  • Bulk upload: Overview
  • Text Guide
    • Upload users in bulk

Bulk upload: Overview


Create, modify or delete items in bulk by uploading a file containing relevant data in Comma-Separated Value (CSV) format (one item per line). You can download a formatted CSV spreadsheet below, review instructions in the header, fill it up with data (one item per line), save it as a CSV file, and upload the CSV file.On completion of upload, you can review the status of your upload on this page. Bulk import of data will take time, so refresh the status using the 'refresh' link after giving sufficient time. Subsequently, verify that the data has been created correctly, as required.



TEXT GUIDE


Navigate to the Setup Users page

  1. Click on the Setup on the main menu
  2. Click on Users in the drop-down menu
  3. Click on Upload in bulk tab





Upload users in bulk

1. Click ‘Download data file format for Users' link to download a formatted CSV spreadsheet



2. Once the file is downloaded, review instructions in the header, fill it up with data (one item per line) and save it as a CSV file:

  • Review the instructions in the data file header to ensure correctness
  • Star (*) implies mandatory fields
  • Values having commas (,) should be quoted (") [NOT required if entering in Excel]



3. Click Choose File to upload the file to upload the selected CSV file for users

4.  Click Upload button to upload the file or Cancel to exit



5. A pop up will confirm whether the file you are trying to upload is a CSV with user information



6. On completion of upload, you can review the status of your upload on this page. Successfully uploaded file will show a done status



7. If the file consists of even one error, the error(s) will be shown and the file will not be uploaded

8. Bulk import of data will take time, so refresh the status using the 'refresh' link after giving sufficient time



9. Go to Setup > Users to verify that the data has been created correctly, as required