Organizations handling a large number of users need an efficient way to add them. Josys allows you to import a large number of users through a CSV file or an External Data Source. In this article, you will learn how to import users using a CSF file.
Prerequisites
It is recommended to download a sample file to understand the required format before importing users.
Steps to Download Sample File from User Profile
Step 1: Select User profiles from the left navigation menu. Go to the Users tab on the side panel.
Step 2: Click Add and select Import from file.
Step 3: Click Download a sample file to download the file.
Step 4: Click the CSV template link and save the file.
Step 5: Open the file, enter the respective user profile details, and Save the file.
Note:
- The User ID should be unique.
- The first name, last name, and status are mandatory fields.
Steps to Import User Profiles
Step 1: Open the User Profiles, click Add, and select Import from file.
Step 2: Click Select File to upload the file you saved in the previous section, and click Import.
Once the file is uploaded, the user's data is displayed in the User Profiles. You can also track the import status through Scheduled Tasks.
Note: You can upload only 1000 rows of data in one attempt. Please split the file for a larger data transfer. An error message may appear for uploading of larger than 1000 file capacity or any inaccuracy/ incompatibility of the data.