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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.
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