Import users

Data Integrity Suite
Product
Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
Precisely_Data_Integrity_Suite
geo_addressing_1
Data_Observability
Data_Quality
dis_core_foundation
Services
Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
ft:title
Data Integrity Suite
ft:locale
en-US
PublicationType
pt_product_guide
copyrightfirst
2000
copyrightlast
2025

The bulk user import feature enables Workspace Managers to invite and manage multiple users simultaneously through a bulk import process. This capability streamlines user onboarding, especially when handling large groups. By providing a downloadable, dynamically generated template that reflects current user attributes, Workspace Managers can quickly prepare and upload lists of new users or update existing ones.

Limited Availability: This feature is currently available only in select workspaces and might be subject to change before general availability.
Tip: Users assigned to the custom roles must have the following permissions to access the user import functionality.

Users: View, Manage, Invite

User Group: Manage

To import users in bulk to the workspace:
  1. Click Configuration in the main navigation menu and go to the Import tab.
  2. Select Import.
  3. Choose Users as the import type.
  4. Specify the required import action:
    1. Invite/Update: Use this option to invite new users or update existing user details.
    2. Remove: Use this option to remove users who are already invited or added to the workspace.
  5. Download the spreadsheet template.
  6. Enter the necessary information in the spreadsheet template.
    Note: Mandatory fields are indicated in bold. To exclude any other optional fields, remove their columns from the sheet.
  7. Upload the completed spreadsheet and select Import. The system will initiate the import process, and its status can be monitored on the import page.
  8. If any errors are encountered during the import process on the client-side validation, it will be shown under the errors tab in the side panel.
    Note: The import process will be completed only if all the errors are resolved.
  9. When finished, the status of imports will be displayed accordingly.
    1. Completed: Signifies that all users have been successfully imported.
    2. Partial: Indicates that only some users and their associated attributes were imported.
    3. Failed: Indicates that no users were imported into the workspace.
  10. To verify the imported users, navigate to the Users tab in the Security section.
  11. Users included in the template will be displayed on the users page with an invited status, along with their designated user groups.
Note: If an invalid group is specified in the standard template, the user is still imported, but the group assignment fails. This results in a partial import, with errors displayed in the side panel. Users without valid group assignments will have restricted permissions upon logging in.

Update users

Using the bulk import feature, you can update the details of existing users already added to the workspace.

To update the details:
  1. Click Configuration in the main navigation menu and go to the Import tab.
  2. Select Import.
  3. Choose Users as the import type.
  4. Select the import action as Invite/Update.
  5. Download the spreadsheet template.
  6. Update the necessary fields using the following attributes:
    1. Remove: Add this attribute next to any value in the spreadsheet that should be deleted. For example, [remove]phoneNumber will delete the phone number from the user details.
    2. Replace: Use this attribute along with the value in the spreadsheet that requires updating. For instance, [replace]New Division will change the division associated with the user to ‘New Division.’
      Tip: To update the value, you can either use the replace attribute or directly add a new value to the sheet.
    3. Append: Use this attribute to add new information alongside existing data in the spreadsheet. For example, [append]Operators will add 'Operators' as an additional user group to the user's current user group.
      Note: When updates are made to the first name and last name using the bulk import process, the import status displays as completed; however, the changes do not appear in the application.
  7. Once the details are updated, upload the new spreadsheet via the import interface within the application.
  8. Select Invite/Update as the import action.
  9. Click Import.
  10. After the import status changes to Completed.
  11. You may verify if the user details are updated. To verify that user details have been updated, navigate to the Users tab under the Security section.
  12. Select the user whose details were updated.
  13. Within the Details tab, check that the user details reflect the new values.

Remove users

Using the bulk import feature, you can remove the users already added to the workspace. To remove a user from the workspace, you can either add the [remove] attribute to the respective columns or delete the columns from the spreadsheet.

To remove the users:
  1. Click Configuration in the main navigation menu and go to the Import tab.
  2. Select Import.
  3. Choose Users as the import type.
  4. Select the import action as Remove.
  5. Download the spreadsheet template.
  6. Enter the required information in the spreadsheet template for those users that must be removed from the workspace.
    Note: Mandatory fields are indicated in bold.
  7. Upload the completed spreadsheet and select Import. The system will initiate the import process, and its status can be monitored on the import page.
  8. When finished, the status will be displayed as Completed.
  9. Any errors encountered during the import process will be shown under the Errors tab in the side panel.
  10. To verify if the users are removed, navigate to the Users tab in the Security section.
  11. Users included in the template will be removed from the application.