How to add users in bulk to the Portal?

If an enterprise needs to add hundreds or more users quickly, manually adding them is not a scalable option. To make this easier for enterprises, CircleHD portal allows adding users in bulk using a CSV file format. This can be done by Admins only.

1. To import multiple users, Bulk Import option is available.

2. You can click on the "template" link to download the csv format. Once downloaded, create a list of all users in this csv format, by exporting users from your existing employee management system.

3. Please refer to table below to understand options in the CSV file.

Field	Values	Comments
email	users email
status	enable - to enable a disabled user delete - to delete an existing user disable - to disable / deactivate existing user
password	Password
fname	First name	SSO Attribute
lname	Last name	SSO Attribute
display_name	display name	SSO Attribute
department	department name	SSO Attribute
function_name		SSO Attribute
manager	manager email	SSO Attribute
ou	organizational units	SSO Attribute
job_title	role	SSO Attribute
location	location of employee	SSO Attribute
cost_center	cost center for employee	SSO Attribute

4. Once CSV file is ready, click on "Choose File" to select the updated user csv file that you created in Step 2 and click on Import.

5. All users and updates should be complete once its processed the csv file.