Managing Users
Bulk Uploading Users
It’s only a matter of time before you’ll need to add more than a handful of users to the platform at once.
It’s only a matter of time before you’ll need to add more than a handful of users to the platform at once. Or maybe your organisation is already fully loaded and a restructure means you now need to reassign everyone to different locations. The thought of doing this one-by-one sounds very tedious.
Fortunately ClearXP is fully equipped to handle this process with powerful Bulk Upload functionality that will enable you to update a sky full of birds in a couple of quick steps.
Bulk Upload is a convenient way to both import new and update existing users by uploading a CSV file. This can even be done at the same time with a single file.
Within the Manage Users category, navigate to Bulk Upload where you’ll be able to upload a CSV file with your user information. A sample CSV is available for download below so you can test and explore this functionality.
First name,Last name,EmailCarol,Cockatoo,carol.cockatoo@example.comBen,Budgie,ben.budgie@example.comGary,Galah,gary.galah@example.comRacheal,Rosella,racheal.rosella@example.comThe above is an example CSV file that includes 4 users with columns for 3 different user attributes (First name, Last name, and Email).
The actual column names aren’t that important because the bulk upload tool will allow you to map columns to different user attributes or fields. Watch the below video for a demonstration.
When bulk uploading, we highly recommend reviewing the final confirmation page before running the import. The confirmation page is a great safety net to ensure you aren’t accidentally creating new users or updating existing ones by mistake.