How to Format Your CSV File for Bulk User Import
Updated on
Choose the Correct CSV Template
Format for SSO (Remote User) Import
- Columns:
- Email (required)
- Role (required - account admin or site user)
- Groups
- FirstName
- LastName
Format for Standard Import
| FirstName | LastName | Login | Email | Groups | Role | Deactivated |
| | | | | | | |
- Columns:
- first name (optional)
- last name (optional)
- login (usually same as email)
- email (required)
- group (ScreenSteps group name)
- role (account admin or site user)
- deactivated (leave blank unless deactivating; use true if needed)
Save and Upload
- Save your file as a CSV.
- Upload the CSV into ScreenSteps.