Importing Partner Users in Bulk

You can import a CSV file with a list of users, across one, any, or all of your partners, to create multiple partner user accounts in a single action.

Note

There’s no limit to the number of user accounts you can import with this action. 

To import users:

1. Navigate to Partner Management > User Explorer.
2. Click … > Import Users.

3. Prepare the spreadsheet (CSV format) that contains the user account information you want to upload, if it's not already available.

   The CSV file should contain the required columns listed in the table below, as a minimum. You can click Download a sample file to get a sample spreadsheet. Remove any sample values from the sample spreadsheet before using.

   Label	Description
   Partner Id	The Unifyr One ID of the partner account to which the user will be added. Ensure that you provide the correct ID. The Create User action will fail if you provide an invalid one. If you provide the wrong ID, the user will be created in the wrong partner account. Contact Unifyr One Support if you need assistance with retrieving Partner IDs. You can download a list of Partners from the User Explorer - the list will indicate the Partner IDs you have in use. Use the ... > Export Partners option. For more information, see the Export Partner and User Data from User Explorer section of this article.
   First Name	The first name of the user.
   Last Name	The last name of the user.
   Email	The email address of the user. A Welcome email is sent to the email address given here, to prompt the user to login and set up their password for the partner portal.

   You can also include these optional fields of user information. Separate multiple values for a single field with commas:

   • Roles
   • Mobile Phone
   • Office Phone
   • SSO User Id
   • Any of your custom Partner User fields. For more information about custom fields, see Custom Fields.

   Notes about user data:

   • Each user record must have a Partner ID that matches one that already exists in Unifyr One
   • A user record can't have an email address or SSO User ID that already exists in Unifyr One
   • Email addresses must be valid
4. Click Choose File and select your CSV file.

5. Unifyr One indicates if there is any missing or invalid data, or conflicts/duplicates, in your file. Correct the errors in the file and try again to upload. You can use the Download these entries link to get a file with just the incorrect rows.

   

6. Click Import to proceed with importing the valid rows.

   To end the action, click Cancel.

7. Unifyr One gives a notification that the upload is processing. You will receive an email when it’s complete, with the results of the import process - how many entries were processed, how many entries failed with errors, and the reason they failed.

   Each new user shows in the User Explorer list, and under the Users tab of their partner account. They have the status Active. A welcome email is sent to the user prompting them to log in and set their password for the partner portal.

   This is an example of the email each new user will receive: