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Bulk creation of User Accounts from a CSV File

You can create multiple accounts at one time using a CSV file.

Format of CSV file for creating user

To import from a CSV, create a simple text file with the all the user account information. The format of the created file is explained below:

CSV import format 
UserName, EmailID, Password, DisplayName, Status, ExpirationDate, Groups, EmailVerified

Field

Description

UserName

The user id.

EmailID

A unique email id to be associated with the user.

Password

Password for the user. Must follow password requirements (minimum length, etc.)

DisplayName (optional)

The name that appears in the user interface for the user.
Default is same as UserName.

Status (optional)

The user's account type (access level). Options are Guest|Full|External.
Default is Full.

ExpirationDate (optional)

The date the user account will expire.
Default is none.

Groups (optional)

The group or groups the user belongs to. If there are multiple groups, separate them with the | character.
Default is none.

All users other than External users are automatically placed into the Everyone group. External users are automatically placed into the Externals group.

Note: FileCloud can only recognize group names if you do not insert spaces between the group names and the | characters:

  • Valid: GROUP 1|GROUP 2

  • Invalid: GROUP 1 | GROUP 2

EmailVerified (optional)

Whether or not the user can initially log in without administrator approval after the account is created.

YES - Email is verified, so user can log in without account approval. Default.

NO - Email is not verified, so administrator must  approve account before user can log in. Administrator approval is only required for the initial login.


Below is a sample csv file for import.

exportFile.png

Importing a CSV File

To import a CSV File:

  1. Log on to the Administration Portal

  2. Click Users in the left navigation panel.

    importUser.png

  3. Click the Import button in the upper-right corner to open the import dialog box.

    ImportUsers.png

  4. Click Choose File, and select the CSV file containing the entries of users to be created. 

  5. To send a notification to each user imported, check Send Email Notification. (Added in FileCloud 20.1)

    • To include each user's password in the email, check Include Password in Email. 

  6. Click Import.
    When the process is complete, a report is generated indicating the status of each user account creation.


Note:   To export a CSV file of the users in your system, click the Export button.

The fields exported are the same as the imported fields with the addition of the fields DisableNotifications, LastLogin, Authentication Type, MobilePhone, and Effective Policy.
Notice that the Password value is not exported.

ExportedUsers.png