Engage: Add Users in Bulk via CSV Upload

For adding/updating user records for larger sized groups, the CSV upload feature is key. This feature enables admins to account for mass changes to employee records and upload them in one go. The process for doing this is simple and outlined below:

  1. Export CSV from user tableScreen_Shot_2021-01-22_at_12.04.45_PM.png
  2.  Add/Revise data as needed *employee IDs cannot be revised but email addresses can be updated as long as the employee ID is consistent* 

  3. Ensure columns and cells are formatted - and ensure that default column headers i.e. manager_email matches those in the Understanding Dimensions support article 

  4. Save and upload .CSV on User Management Screen_Shot_2021-01-22_at_12.21.54_PM.png

  5. Check email notification for errors