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
In the left sidebar, click Users
Click the Actions menu and select Export Users to download the template with your current users
Open the downloaded Excel file and edit the profile fields on the Data worksheet
Return to the Users page, click Actions and select Import Users
Select your prepared Excel file - the import runs automatically
A summary message shows how many records were updated, deleted, and total processed
Fields
Required fields (every row needs a value):
Email - Must match an existing user account. This is how the system identifies which user to update.
First Name - The user's first name.
Last Name - The user's last name.
Job Role - The user's job title.
Address Line 1 - Street address.
City - City or locality.
State/Province - State, province, or territory.
Postal Code - Postal or ZIP code.
Country - ISO 3166-1 alpha-2 country code (for example, AU, NZ, US). See the Country Codes column on the Reference sheet.
Timezone - IANA timezone identifier (for example, Australia/Sydney, America/New_York). See the Timezones column on the Reference sheet.
Culture Name - Language and locale code (e.g., "en-AU", "en-US"). See the Culture Names column on the Reference sheet.
Optional fields:
Address Line 2 - Unit, suite, or apartment.
Phone Number - Digits, spaces, dashes, parentheses, and a leading + are all accepted.
Email Signature - HTML or plain text appended to the user's outgoing emails.
System Roles - Comma-separated
TenantName: Rolepairs (for example,Acme: Tenant Admin, Globex: Tenant User). Leave blank to keep the user's existing roles. See "Changing Tenant Roles" below.Delete - Enter
TRUEorYESto soft-delete the user, or leave blank orFALSEto keep them active. Re-importing without the Delete flag restores a soft-deleted user.
Preparing Your Import File
Start by exporting your current users to get the template. The export contains three worksheets:
Instructions - Usage guidelines and field descriptions.
Reference - Valid values for Timezone, Culture Name, Country, System Roles, and Tenants.
Data - Your user data.
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
TRUEin the Delete column for that row.To reactivate a deactivated user - Re-import the user without the Delete flag.
To change a user's tenant role - Update the System Roles cell. See "Changing Tenant Roles" below.
Do not rename, reorder, or remove column headers. The import matches columns by name.
Changing Tenant Roles
The System Roles column lets you change which tenants a user belongs to and what role they hold in each one. Use comma-separated TenantName: Role pairs, for example:
Acme: Tenant Admin, Globex: Tenant User
Rules:
A user can hold only one role per tenant. Listing the same tenant twice is invalid.
Valid role values are listed under System Roles on the Reference sheet (currently
Tenant AdminandTenant User).Valid tenant names are listed under Tenants on the Reference sheet. The list is scoped to the tenants you administer.
The cell is applied as the full set: any role listed is added, any role for a tenant you administer that is not listed is removed.
Leave the cell blank to keep the user's existing roles unchanged.
Super Admin cannot be assigned via import.
Validation Rules
Required columns must have values on every row (Email, First Name, Last Name, Job Role, Address Line 1, City, State/Province, Postal Code, Country, Timezone, Culture Name).
Email must match an existing user. This import cannot create new users.
Duplicate emails within the same file are not allowed.
Country must be a valid ISO 3166-1 alpha-2 code.
Timezone must be a valid IANA timezone identifier.
Culture Name must be a valid .NET culture code.
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 send any emails to users.
It does not change passwords or authentication settings.
Common Import Errors
"User with email '' not found. Import can only update existing users. New users must be created through the invitation flow."
The email in the import files does not match any existing user account. Check the spelling, or invite the user first before trying to update their profile.
"Duplicate email" fount at rows. 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.
"Missing required worksheet: 'Data'" or "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 export file has three worksheets: Instructions, Reference, and Data. The import only needs Instructions and Data to be present, but keeping the Reference sheet helps you pick valid values.
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 (previously soft-deleted users that were brought back), and Total Processed.
Deactivated users are soft-deleted and can be restored by re-importing without the Delete flag.