Bulk Import of User Accounts
Journey Manager (JM)
Previously known as Transact Manager (TM). System Manager / DevOps | 20.05
This feature was updated in 20.05.
Manager allows you to import multiple user accounts specified in an Excel spreadsheet to speed up user creation process. A bulk upload spreadsheet can include the following user's details:
Send User Enrollment Approval Email
Groups. This includes access check that an imported user can access a group.
This feature was introduced in 20.05. Global Access. This includes access check that an imported user is global.
This feature was introduced in 20.05. Org codes
This feature was introduced in 20.05. Roles
This feature was introduced in 20.05. Mobile
You should consider the following before running a bulk import:
Existing users are ignored and won't be updated.
Only local users will be created.
Duplicates user accounts, identified by their
Login Names, won't be imported. Users can only be associated with form spaces used to host forms, but not other spaces such as the
Manager console. You can manually assign the missing form spaces after the importing. If a user who does the bulk import is not a global administrator, then it can't grant global access to users being imported.
To bulk import user accounts from an Excel spreadsheet:
Security > User Accounts. Click
Example User Import Spreadsheet to download a sample file to assist you in entering user account details.
If the XLS file doesn't follow the expected format, the bulk import will fail. Specifically, the header column names need to be correct and in a certain order.
Choose File and locate an XLS file you wish to import. Click
Check the import results. The successfully imported user accounts are displayed at the top. They are followed by users for which an error occurred, such as a mandatory column not being set. User accounts that were skipped because they already exist are displayed at the bottom.
For each error, you may choose to revise and fix your XLS import file and re-import it. Alternatively, you can
create each user account manually.
Next, learn how to
configure a user account.