Batch user registration/update
Users can be registered and updated in bulk via CSV.
Register users in bulk
Create CSV
01. Go to the Manage users
Select the "+" icon in the Manage users > "Batch operation (CSV)" > "Batch user registration/update"
02. Download CSV
Click "Download CSV" to enter user information.
Edit CSV
Edit the downloaded CSV file.
*For more details, refer to How to enter information on CSV for batch user registration/update.
Upload CSV
Upload the edited CSV file.
01.Select file
Click the "Batch user registration/update."
Drag and drop the edited CSV file into the gray area or select it from "Choose File." Click "Upload and check."
02. Upload
When the CSV file is incomplete, an error message will be displayed.
To move back to the User registration/update page, click "Back to batch user registration/update" or "Re-upload."
When all is well, click "Execute registration."
*Tick the "Show only errors" to filter the results.
The following pop-up will be displayed.
To send an invitation e-mail to users, tick the "Send invitation e-mail to new registered users."
You can also select an e-mail template from the list and edit the content by clicking the "Edit" button.
Click on the "Send at" to specify the send date and time.
*For more details on editing email templates, click the question mark icon.
After completing the settings, click "Execute".
The registration process runs in the background.
The status of processing can be checked in the panel displayed in the lower left corner of the screen or in the "Background processing" in the side menu.
When you set not to use login ID in the Input field settings, leave blank in the sign-in/email address column on the CSV file.
*For more details, refer to Input field settings.
First login/Creation date
If you enter the First login and the Creation date in the new users' column on the CSV file, the information will not be reflected to the system.
Update users in bulk
You can update the information of registered users in bulk.
The renewal process is as follows:
- User download
- Edit CSV
- Upload CSV
You cannot update the login ID in batch update by CSV.
Go to Edit user to update the ID.
User download
Download the information of registered users in a batch.
*For more details, refer to User download.
Edit CSV
All users' information will be downloaded with a CSV file.
Edit the data on the file and save it.
Upload CSV
01.Select file
Click the "Batch user registration/update."
Drag and drop the edited CSV file into the gray area or select it from "Choose File." Click "Upload and check."
02. Upload
When the CSV file is incomplete, an error message will be displayed.
To move back to the User registration/update page, click "Back to batch user registration/update" or "Re-upload."
When all is well, click "Execute registration."
*Tick the "Show only errors" to filter the results.
The following pop-up will be displayed.
A menu will appear to select whether or not to send an invitation e-mail, but this setting is not relevant if the user's registration information has been updated.
After completing the settings, click "Execute".
The registration process runs in the background.
The status of processing can be checked in the panel displayed in the lower left corner of the screen or in the "Background processing" in the side menu.
When you set not to use login ID in the Input field settings, leave blank in the sign-in/email address column on the CSV file.
*For more details, refer to Input field settings.
First login/Creation date
If you enter the First sign-in and the Creation date on the CSV file for updates, the information will not be reflected to the system.
CSV batch user registration of groups
▼When "Belong to" is entered
The user will be assigned to a group based on the information you entered.
▼When "Belong to" is left blank
The user(s) will be belong to the group in which the CSV batch registration was made.