How to Use Bulk User Upload to Create Multiple Users

Modified on Fri, 15 Aug at 5:25 PM

The Bulk User Upload feature allows Badge Owners to quickly create multiple user accounts by uploading a formatted CSV file. Each row in the CSV corresponds to one user account. This guide covers where to find the feature, the required and optional fields, formatting rules, and the validation logic applied during upload.

How to Upload Users

Navigate to the Users page in your admin dashboard.
Click the Upload button.
Select your CSV file containing user data.
Click Upload to process and create accounts.

CSV Format Specification

Field Name	Required	Default Value	Format / Notes
First Name	Yes	—	Any non-empty string
Last Name	Yes	—	Any non-empty string
Email Address	Yes	—	Must be a valid, unique email address not already in use
Title	No	None	Freeform string
Owner	No	no	yes / no (case-insensitive). yes grants full access and all campuses
Campuses	No	All	Semicolon-separated list of campus names. e.g., `Campus A;Campus B`
Access	No	All	Comma-separated: `ID Print`, `Secure Share`, or `All`
Phone	No	None	Format: `(555) 555-5555` — required if MFA is enabled
Extension	No	None	Digits only, up to 6 characters

Note: If Owner = yes, the Badge system automatically sets Access = All and Campuses = All.

Validation Rules

Required Fields
- First Name, Last Name, and Email Address must be present and non-empty.
- Email must:
  - Follow valid format
  - Not already exist in the system
  - Be unique within the uploaded file
Phone Number
- Required if MFA is enabled for your organization.
- Must match U.S. format and be convertible to E.164 internally.
- Invalid numbers (non-digits, wrong length) will be rejected.
Extension
- Digits only, maximum 6 characters.
- Empty values are allowed.
Owner Role
- Acceptable values: yes, no, or blank (treated as no).
- yes assigns the Owner role and overrides all access/campus restrictions.
Campuses
- Must match known campus names exactly (case-insensitive).
- Blank or “All” grants access to all campuses.
- Unrecognized campus names will cause row rejection.
Access
- Acceptable values: ID Print, Secure Share, or both.
- If both are provided, system converts to All.
- Invalid values cause rejection.
User Limits
- If upload exceeds available user slots, extra rows are rejected.
- Rejected rows show reason: User limit reached.

Tips for a Successful Upload

Download a CSV template HERE.
Double-check for duplicate or invalid emails before upload.
Ensure campus names match exactly with those in your system.
Save your file in UTF-8 CSV format to avoid character encoding issues.

Attachments (1)

csv

bulk_user_up....csv
244 Bytes