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Add people to your organisationStep 3 of 60:17 video

Import users in bulk

Create accounts for many people at once from a CSV file.

Use a bulk import to add a whole team or department in one go. Prepare a CSV file with one person per row and these columns, in this order:

  1. First name
  2. Last name
  3. Email address
  4. Department (optional)
  5. Job title (optional)

A header row is fine: rows without an email address are skipped.

  1. In the admin area, open Users & Roles from the side menu.

  2. Click Add user, then Bulk user import.

  3. Click Choose a CSV file and pick your file. The people in it are listed under Accounts to be created.

  4. Untick anyone you don’t want to import. To email everyone a link to set up their account, tick Send enrolment emails to imported users; leave it unticked if your organisation uses single sign-on.

  5. Click Import 4 users. A message confirms how many users were imported, and the button changes to Done.

  6. Click Done. The new users appear in the list.