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Importing Users in Bulk

How to invite new users and update existing user profiles in bulk using Excel files in EnviroAutomate, including the user invitations import and users profile import workflows.

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Written by Trin Murphy
Updated yesterday

Overview

You can update user profile information in bulk from the Users page using the Actions menu. The import uses an Excel (.xlsx) file and can update names, addresses, timezones, and other profile fields for multiple users at once.

The easiest way to prepare an import file is to first export your current users — the export file serves as the template with all the correct column names and current data.

How to Import

  1. In the left sidebar, click Users

  2. Click the Actions menu and select Export Users to download the template with your current users

  3. Open the downloaded Excel file and edit the profile fields on the Data worksheet

  4. Return to the Users page, click Actions and select Import Users

  5. Select your prepared Excel file — the import runs automatically

  6. A summary message shows how many records were updated, deleted, and total processed

Fields

  • Email (required) — Must match an existing user account. This is how the system identifies which user to update.

  • First Name (required) — The user’s first name

  • Last Name (required) — The user’s last name

  • Job Role (optional) — The user’s job title

  • Address Line 1 (optional) — Street address

  • City (optional) — City name

  • Country (optional) — ISO 2-letter country code (e.g., AU, NZ, US)

  • Timezone (optional) — IANA timezone identifier (e.g., "Australia/Sydney", "America/New_York")

  • Culture Name (optional) — Language and locale code (e.g., "en-AU", "en-US")

  • Delete (optional) — Enter "TRUE" to deactivate the user account

Preparing Your Import File

Start by exporting your current users to get the template. Then edit the Data worksheet:

  • To update a user — Find their row (matched by email) and change the values you want to update

  • To deactivate a user — Enter "TRUE" in the Delete column for that row

  • To reactivate a deactivated user — Re-import the user without the Delete flag

Do not rename, reorder, or remove column headers. The import matches columns by name.

Validation Rules

  • Email, First Name, and Last Name are required for every row

  • Email must match an existing user — this import cannot create new user accounts

  • Duplicate emails within the same file are not allowed

  • Country must be a valid ISO country code if provided (e.g., AU, NZ, US)

  • Timezone must be a valid IANA timezone identifier if provided

  • Culture Name must be a valid locale code if provided

What This Import Does NOT Do

  • It does not create new user accounts — to add new users, invite them individually from the Users page

  • It does not assign or change user roles — roles must be managed individually through the edit user page

  • It does not send any emails to users

  • It does not change passwords or authentication settings

Common Import Errors

“User with email not found”

The email in the import file does not match any existing user account. Check the spelling, or invite the user first before trying to update their profile.

“Duplicate email found at rows [numbers]. Each email must appear only once in the import file.”

The file contains the same email address on multiple rows. Remove the duplicates so each email appears once.

“Data worksheet not found”

The Excel file is missing the required Data worksheet. Use the export template as your starting point.

“Wrong import file”

You selected the wrong import option for your file, or the file was not created from a Users export. Use the export template from the Users page.

Things to Know

  • The import file has two worksheets: Instructions (usage guidelines) and Data (your user data). Do not rename or remove columns.

  • If validation fails for any row, the entire import is rejected — no partial processing occurs. Fix the errors and re-import the whole file.

  • The import result summary shows counts for records Updated, Deleted, Restored, and Total Processed.

  • Deactivated users are soft-deleted and can be restored by re-importing without the Delete flag.

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