Importing Users and Groups from CSV

To Import Users from CSV, download the example CSV file and fill out the necessary fields.

CSV Import

Please note that the following fields are required for each user: firstName, lastName, and email.

The userGroups field is optional at the import stage but will come in handy at the distribution level. See Organizing Users into Groups for notes on User Group setup.

Browse to find your CSV and click Upload File to update your user list.

Upload File

You should receive a message showing your import was successful; click OK to continue.

Import Successful

If you receive an error message that your import was not successful, try the following troubleshooting tips:

  • Check your user information to remove special characters or typos.
  • Check that your column headers match the Required Format.
  • If you are importing an excessively large number of users, try breaking the groups up into separate CSV files to narrow down the error message.
  • Wait a few minutes and check your Users page in TraceInsight to see if the import went through despite the error message you saw earlier.