Manage Accounts Using Bulk CSV File Upload

Purpose: Follow these instructions to add or update accounts in bulk

Menu Navigation: Accounts -> Manage Accounts -> Update Accounts

1. Download the "Read Only" CSV template. "user_upload_20230427_1423.csv"
2. 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).
3. The first 5 columns are mandatory and the rest are optional.

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
Email	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

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Manage Accounts Using Bulk CSV File Upload

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