Manage Accounts Using Bulk CSV File Upload
Table of contents
1. Purpose
2. Menu Navigation
3. Document Template Column Guide
1. Purpose
Follow these instructions to add or update accounts in bulk.
2. Menu Navigation:
2.2. Download the "Read Only" CSV template. "user_upload_20230427_1423.csv"
2.3.Open the template and "save as" a new .CSV file. Rename the file.
3. Fill out the new .CSV with your user data.
4. Save and upload to Account/Manage Accounts/ Update Accounts.
IMPORTANT when filling out this template:
1. DO NOT change the order of the existing columns.
2. Adding new columns will create new user attributes (Not applicable for SSO-single sign on).
2.2.Users can append custom attributes as additional columns toward the end
2.3.When the CSV is uploaded, your system should:
- Detect these custom attribute columns
- Automatically create those attributes in the system
Note: The first 5 columns are mandatory and the rest are optional.
3. Document Template Column Guide
| Attributes | Formatting Requirements |
| First Name | This is a mandatory field. Maximum character length: 100 |
| Last Name | This is a mandatory field. Maximum character length: 100 |
| This is a mandatory field. Example: abc@xyz.com Maximum character length: 50 | |
| Account Status | This is a mandatory field. Must be entered "Active" or "Inactive" |
| Account Type | This is a mandatory field. Must be entered "Reader" or "Admin" |
| Primary Phone | Acceptable symbols: plus, hyphen, open and close parenthesis. Maximum character length: 20 |
| Mobile Phone | Acceptable symbols: plus, hyphen, open and close parenthesis. Maximum character length: 20 |
| Department | Maximum character length: 100 |
| Division | Maximum character length: 100 |
| Organization | Maximum character length: 100 |
| Business Category | |
| Country Code | |
| City | |
| ZIP Code | |
| State | |
| Manager | |
| Country |