Import Users

Users can be added and updated in bulk using an import process.

To import user data, your user role must have unrestricted access to the User Data Loader feature.

Create the Import File

There are two options for creating the import file.

Used primarily when you are simply adding new users.

Go to Manage Center > Users > User Manager > User Data Loader. CSV download and import actions are located on the right side of the screen.

This option is useful if you are making updates to existing users. The file is exported in the same format as the CSV template.

You can add new users in this template as well. This is a great option if you want to update and add within the same import.

Click the CSV Formatting Help link for important guidelines around preparing the file for import.

CSV files are likely to be opened by Microsoft Excel if it is installed on your system. If you encounter any problems with importing a CSV file into the LMS, it could be caused by Microsoft Excel applying extra formatting to the file.
As an alternative, you can edit CSV files in a text editor. The data should conform to the formatting required by the template as specified in the corresponding CSV Formatting Help.
If the values for text area fields include punctuation, these fields must be enclosed in double quotation marks (" "). Do not include commas or semicolons in other fields as they could be interpreted as a field delimiter (depending on your choice of delimiter at import).

Profile - select an option in the Select profile field to assign a profile template or a select Use Domain Configured DEFAULT PROFILE to assign the default.
Encoding - If your CSV file was saved with a specific file encoding the LMS can automatically detect it, otherwise you can select it from the list.
Delimiter - Select the delimiter used to separate fields in your CSV file.

Click Preview. The contents of the CSV file are shown in the Data Loader page so that you can review the data before importing the file.
Click Upload to import the CSV file. The Summary Report shows how many records in the file were imported successfully and how many failed.
If any records fail to import, you can return to the CSV Loader page and click the CSV Error Report link for the failed import. The report downloads to your desktop as a copy of the original file, with error messages included for each record that couldn't be imported.

Are you a PeopleFluent administrator?
Check out our Help Center or Contact Support.