Steps for adding users by CSV upload
Posted by on 01 July 2014 10:39 AM
Steps for adding users by CSV upload

CSV Import

When loading users by CSV, please ensure the following:

  • The CSV file should not contain a header row.
  • The CSV file should contain the following data:
    o First Name
    o Last Name
    o Primary SMTP Address
    o Additional aliases (aliases should be separated by commas)

1. While logged into the user interface, navigate to Company Settings > Import Users.
2. Select the CSV tab.
3. Select the initial profile of the users you are loading.

  • End Users receive a welcome letter once loaded into the system. The welcome letter will include details about the quarantine
    email as well as login information to access the user interface.
  • Silent Users do not receive a welcome letter when loaded into the system. Their profile can be changed (i.e. to an end user) at a later stage.

4. Copy and paste the contents of the CSV file containing the accounts you wish to load.

  • Use an application such as TextEdit or Notepad to view the contents of the CSV file.

5. Specify the delimiter used in the CSV file (e.g. comma, tab).
6. Map the fields to the order of the columns in the CSV file.
7. Choose if SMTP Discovery should remain enabled.
8. Click Save.
9. The CSV content will be validated and, if successful, a result set will be displayed for review. If the data is
accurate click Proceed to import the users.

The CSV import will overwrite previously created accounts along with their permissions. Therefore, you will need to update the
organization admin account. Refer to the Manually Adding Users section in order to update user settings.


ERROR: This domain name does not match domain registered in the license key file (cms.orlinpilot.com), allowed domains: support.excelmicro.com, please change the product path to match the domain under Admin CP > Settings > General Settings
This product will not work properly unless untill that value is changed.

For more information please contact Kayako support at https://my.kayako.com