- Administration
- User management
- Bulk manage users via CSV
Bulk manage users via CSV
Learn how to add new users, update existing users, and manage user fields in bulk using CSV via the web app.
Please note that this feature is currently in Early Access. If you're interested, please contact your customer success manager to check if your organization is eligible.
What does it mean to manage users in bulk via CSV?
Managing users one by one can be time-consuming, especially when you're working with a large team and a lot of details. By managing users in bulk, you can add new users and update existing ones in one go, making it easy to keep details like seat types, permissions, sites, and groups up to date using one CSV file. It’s a simple way to efficiently maintain your user list and keep your organization running smoothly.
You can only bulk add or update up to 50,000 users per CSV file at a time.
Bulk manage users via CSV
Click your organization name on the lower-left corner of the page and select Users.
Click
on the upper-right corner of the page and select 
Bulk upload users (CSV).Click Download current users if you want to make updates to your existing users or Download empty template to start from scratch.
Default fields
In the CSV file, you can manage the default user details accordingly:
email: The email address of a user. Updating existing users' email addresses is currently unsupported.
firstname: The first name of a user.
lastname: The surname of a user.
password: The password of a user, which must be at least 8 characters, containing an uppercase letter, a number, and a special character. You can only set passwords for new users.
status: Whether a user is active or deactivated. New users can only be set as active.
seatType: The seat type of a user.
permissionSet: The name of the permission set of a user. This is only supported if you have the "Platform management: Permissions" permission.
groups: The names of the groups of a user.
sites: The names of the sites or levels of a user.
language: The account language of a user. Refer to the "ISO-639 language codes" section in this article for language codes that are supported on the web app.
timezone: The account timezone of a user in IANA timezone or Country/Region format. For example, "America/New_York".
Custom user fields
You can also manage the details for each user field, depending on each field's data type:
Text: Enter alphanumeric inputs. Please note that responses for the "Text" data type are case-sensitive.
Date: Enter a date.
User: Enter the user ID of the user in your organization.
Multiple-choice: Enter any existing response created for the user field.
Go back to the web app.
In the "Upload" page, drag and drop your CSV file into the "Drag your CSV files here" box or click browse to select the file from your computer directory.
In the "Match columns" page, match your CSV column headers with their corresponding fields in SafetyCulture. Then, click Next
.
In the "Review" page, review the data from your CSV and resolve any errors. You can also change each user's details. Once you're ready, click Next.
In the "Summary" page, review the number of users being added and updated.
You can turn "Send welcome email to new users" on and click
to add a custom message. Then, click Next.Your file will be processed in the background. Once finished, you will receive an email with a list of users who were successfully and unsuccessfully processed.
ISO-639 language codes
The following is a list of all languages supported on the web app.
Code | Language |
|---|---|
de | Deutsch |
en-US | English (United States) |
en-UK | English (United Kingdom) |
es | Español (España & México) |
fr | Français |
it | Italiano |
nl | Nederlands |
pt-BR | Português (Brasil) |
Frequently asked questions
You can set passwords for new users being added to your organization. However, updating existing users' passwords in bulk via CSV isn't currently supported. You can edit a user's password by managing their user settings instead.
Updating email addresses for existing users isn't currently supported. If you change an existing user's email address in the CSV file, they will be added as a new user instead.
Columns for user details such as their email, name, and status can't be left blank to successfully process the new and updated users. However, other columns such as seat type, permission set, groups, sites, timezone, language, and user fields can be left blank and managed for your users later on if needed.
Users whose seat type is blank will be provided a guest seat, along with the "Guest" permission set.
Once the file is successfully processed, you'll receive an email confirmation with a summary of your upload. Please note that while your CSV file can be successfully uploaded, you may need to review and resolve errors by uploading another CSV file.
To ensure that you add or update as many users as possible, adding new users or updating existing ones without errors will proceed as normal. However, users with unresolved errors may be skipped, or not all updates may be made.
We recommend resolving any errors in the "Review upload" page to ensure that all changes in your CSV file will be successfully processed.
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