You can import new user information all at once from a file. The fields in the file must be comma-separated (.csv format), which you can create from almost any spreadsheet program like Excel. It's very easy to do and can save you a lot of time.

Import File Format

In a .csv file, each record (in this case, each new user) is on a separate line. The fields for each record are separated by commas. There is no comma after the last record on each line.

Information in your .csv file includes:

  • Login: The user's login name (Note: Do not use an email address. @ and spaces are not allowed.)
  • Email Address: The user's email address
  • Initial password
  • First Name
  • Last Name
  • Expire Password (false): "true" (without the quotes) forces the user to change their password when they first log in.
  • Confirm (false): "true" (without the quotes) sends a confirmation email to the user with their login credentials
  • Aliases: Any email aliases, separated by commas

(bold = required; default values are in parentheses)

Logins are not guaranteed to be available. If the desired login is already taken, the user will be created using their email address as their login.
Example: Bulk User Import CSV File

jdoe,, janes_secret_password, , , , ,

bob.critchens,, bobs_password, , , true,, secretPass, Otis, Green, true, true,,

You can also supply a master password along with the file name. If specified, that will be the initial password for all imported accounts. If you don't specify a password for a user nor a master password, the system will generate a random one.

Importing Users

  1. Login to the control panel with your Administrative account.
  2. On left navigation bar under Client Account, click User Management.
  3. Click Import User near the bottom of the page.
  4. Next to Import File click Browse button, navigate and select your file.
  5. When complete, Click Import and your users will import automatically.

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