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Import Users Using the User Import Wizard

Updated

The User Import Wizard imports multiple user records into SmartSimple at once, rather than creating individual accounts one by one. It is used when onboarding a group of users simultaneously or when assigning a common role to all imported users at the time of import. A CSV file with columns for the applicable user information is uploaded during the import process to create the new records.

Who: Global administrators

When to Use the Import Wizard

Use the Import Wizard when:

  • Onboarding multiple users at once rather than creating accounts individually.
  • Assigning a common role to all imported users at the time of import.

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Prerequisite

Prepare a CSV file with columns that include the applicable user information to import. For example, first name, last name, and email.

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Import Users

To import users using the Import Wizard:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Users tab.
  2. Locate the Miscellaneous Options section and click User Import Wizard.
  3. Select the applicable column delimiter from the drop-down menu.
  4. Locate the Data Source field and click Upload File (CSV file).
  5. Locate the Select a file to import field and click the Choose File button.
  6. Click the applicable CSV file, and then click Open.
  7. Click Upload and review the displayed data.
  8. Locate the Parent Company field, click the Lookup [binoculars] icon, and select the applicable organization.
  9. Locate the User Activation field and select the applicable option.
  10. Click the Assigned Roles field and select the relevant roles.
  11. Click Next.
  12. Locate the Column Mapping section and select the applicable field mappings from the drop-down menus.
  13. Click Next and review the data.
  14. Click Next to complete the import.

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