Batch user registration/update
Users can be registered and updated in bulk via CSV.
Management roles can also be assigned or updated in bulk via CSV.
*For more details, refer to Assign management roles by CSV.
This feature is only available on paid plans.
Register users in bulk
Create CSV
01. Go to the Manage users
Select the + icon in Manage users > Batch operation (CSV) > Batch user registration/update
02. Download CSV
Click Download CSV to get the template for entering user information.
Edit CSV
Edit the downloaded CSV file.
*For more information on formatting, refer toHow to create a valid CSV file for batch user registration/update.
Upload CSV
Upload the edited CSV file to apply the changes.
01.Select file
Click Batch user registration/update.
Drag and drop your edited CSV file into the designated gray area, or click Choose File to select it from your device.
02. Upload
If the CSV file contains errors, an error message will be displayed.
To return to the previous page or try again, click Back to batch user registration/update or Re-upload.
If the file is valid, click Execute registration.
*Tick Show only errors to filter and view only the rows that need fixing.
The following window will appear.
Send invitation emails to new registered users: Tick the box to automatically invite your users.
Customize emails: Select a pre-made email template from the dropdown list. You can customize the text by clicking Edit.
Schedule delivery: Click Send at to schedule a specific date and time for the invitation emails.
*For more details on editing email templates, click the question mark (?) icon.
Once you have finalized your preferences, click Execute.
The registration process will vary depending on the number of users you are uploading.
・100 users or fewer: Processed immediately.
・101 users or more: Runs in the background.
*You can track the progress in the panel at the bottom-left corner of the screen or by navigating to Background processing in the side menu.
If you have configured the system not to use login IDs in the Input field settings, leave the Login ID column blank and enter the email address in the Email address column in your CSV file.
*For more details, refer to Input field settings, Disable login ID.
Data restrictions
When registering users via CSV, any values entered in the First login, Last login, Registered, or Updated columns will be ignored by the system.
Update users in bulk
You can update the profile information of existing users in bulk.
The process is as follows:
- Download user data
- Edit CSV file
- Upload CSV
You cannot change user login IDs via bulk CSV updates.
To change a login ID, you must edit the user individually via the Edit user page.
Download user data
Download your current user database in bulk.
*For more details, refer to Download user data.
Edit CSV
Your entire user list will download as a CSV file.
Edit the required fields and save the file.
Upload CSV
01.Select file
Click Batch user registration/update.
Drag and drop your edited CSV file into the designated gray area, or click Choose File to select it from your device.
02. Upload
If the CSV file contains errors, an error message will be displayed.
To return to the previous page or try again, click Back to batch user registration/update or Re-upload.
If the file is valid, click Execute registration.
*Tick Show only errors to filter and view only the rows that need fixing.
The following window will appear.
For newly added users, invitation emails can be sent. Note that this setting will not be applied to the updates.
Once you have finalized your preferences, click Execute.
The registration process will vary depending on the number of users you are uploading.
・100 users or fewer: Processed immediately.
・101 users or more: Runs in the background.
*You can track the progress in the panel at the bottom-left corner of the screen or by navigating to Background processing in the side menu.
If you have configured the system not to use login IDs in the Input field settings, leave the Login ID column blank and enter the email address in the Email address column in your CSV file.
*For more details, refer to Input field settings, Disable login ID.
Bulk deletion of email addresses
To delete a registered user's email address, type the word delete into the Email address field of their row in the CSV.
For this to work, the following must be configured in your Input field settings > E-mail address
- Show field: On
- Required: Off
Data restrictions
When updating users via CSV, any data entered in the following system-managed fields will be ignored: First login, Last login, Registered, or Updated.
Group assignment behavior
▼When the Belong to column is filled out
The user will be automatically assigned to the group name specified in the file.
▼When the Belong to column is left blank
The user will default to the group from which the CSV batch registration page was initiated.