CSV Import: How to Bulk Create Users and Teams

The CSV Import feature allows you to bulk create users and teams from a structured CSV file. This is useful for initial onboarding, migrating from another system, or large-scale user provisioning.

Accessing CSV Import

Navigate to Admin > Tools > CSV Import tab. The CSV Import interface provides a step-by-step workflow for uploading and processing your data.

Preparing Your CSV File

Template Format

Download the CSV template or create your own with the following recommended columns:

Formatting Rules

• The first row must contain column headers
• Use commas as delimiters
• Enclose values containing commas in double quotes
• UTF-8 encoding is recommended for special characters
• Remove duplicate email addresses to avoid import errors

Example CSV

name,email,team John Smith,john@example.com,Sales Team Jane Doe,jane@example.com,Marketing Team Bob Wilson,bob@example.com,Sales Team  

Import Workflow

Step 1: Upload

1. Click Choose File and select your CSV file
2. The system reads the file and displays a preview of the parsed data
3. Verify the column mappings are correct

Step 2: Validate

1. Click Validate to check the data for errors
2. The system checks for:
   • Valid email formats
   • Duplicate email addresses within the file and existing users
   • Missing required fields
   • Team name consistency
3. Validation results are displayed with specific error messages for each problematic row
4. Fix any errors in your CSV and re-upload, or proceed with valid rows only

Step 3: Import

1. Review the validated data summary showing:
   • Total rows processed
   • Valid rows ready for import
   • Rows with errors (if any)
2. Click Import to create the users and teams
3. The import processes in the background

What Happens During Import

• New Users: User accounts are created with the provided information
• New Teams: If a team name doesn't exist, a new team is created automatically
• Existing Users: If a user already exists (matching email), they are updated rather than duplicated
• Team Assignment: Users are assigned to the specified teams
• Welcome Emails: New users may receive welcome emails based on tenant settings

Post-Import

After the import completes:

• A summary shows how many users and teams were created
• Any failures are reported with specific error messages
• Imported users can be managed from the Users section
• Imported teams appear in the Teams section

Best Practices

• Test with a small sample file first to verify column mapping
• Ensure email addresses are unique across your entire user base
• Use consistent team names to avoid creating duplicate team entries
• Review validation errors carefully before importing
• For very large imports, the process runs in the background — you'll be notified when complete