Importing Profiles in Bulk Using a CSV Spreadsheet
Our CSV import feature will allow you to import users in bulk fashion using a CSV spreadsheet populated with user data. In addition to creating users, the CSV import process will allow you to update user data in bulk. This option is most appropriate for organizations that lack Active Directory or, in addition to AD, would like to give non-AD users access to their intranet site.
- Using Microsoft Excel or any other spreadsheet software that supports the CSV format, add intranet user information to the CSV spreadsheet, (For a sample CSV spreadsheet, please see the attached file below this article).
- The first row in the spreadsheet will consist of the column headers. For each user field that needs to be populated, you will need to add a respective column header (eg, First Name, Last Name, Email, Username, Job Title etc).
- Populate subsequent rows with user profile information.
- To create a login, you will need to have the First Name, Last Name, Username and Email column headers to your CSV.
For employee login updates, we rely on a match of username and/or email address with a record that already exists in the software. If no match is found, Intranet Connections will create a new login record.
- For the creation of employee records, you will need the First Name, Last Name, Email and Department column headers in order for the record to be imported. Click here for information on differences between logins and employee profiles/records.
- After constructing the CSV spreadsheet, open your intranet and go to admin > Security > import logins [csv utility].
- Use the file-upload at the bottom to upload your CSV spreadsheet and click upload.
- On the resulting page, match each CSV column header to its respective login and/or employee profile field and click import. This will import all of the employee records in to our product.
- Verify that this has worked by going to admin > Security > find logins and performing a search for the first and last name of an individual that has been imported. If they appear in the search results, your import was successful.
- For optional date-based fields like Birthday and Anniversary, use the format mm/dd/yyyy
Note: User passwords cannot be set through the CSV spreadsheet. Users will need to rely on the Forgot your Password? link on the login screen to set their password. Alternatively, enabling the admin > Security > welcome message setting will result in a welcome email to be sent to all newly imported users which will offer steps on setting up an account password.
Tip: For the various methods that can be used to import users into the intranet, please click here.