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How to add users in bulk

This document provides instructions to add Users in bulk in the Oloid Portal.

Updated yesterday

Steps to add users in bulk:

  1. Log in to the Oloid Portal.

  2. On the home page of the portal, click Directory on the left menu panel.

    The Users page is displayed.

  3. On the Directory menu panel, click Import > Import Users.

    The Import Users page is displayed.

  4. Click Import Users button on top right corner of the page.

    The Import User(s) pop-up box is displayed.

  5. In the Upload section, do the following:

    1. Click Download template to download the CSV file template.

      The User_Import_Template.csv template file is downloaded to your system.

    2. Prepare the CSV template file for upload.

      Note: To prepare the user upload template, refer How to prepare User Upload Template

    3. Drag and drop the file or click on the Import CSV or JSON file area to upload your prepared CSV file.

    4. Select Upload File.

    The file is uploaded in the Upload section.

  6. In the Analyze section, do the following:

    1. Select Connection Name in the Analyze section from Connection Name dropdown and click Analyze.

      You can review the imported data for any validation error.

    2. Click Publish.

      Note: You can click Reset to clear the current upload process.

The file is uploaded and listed on the Import Users page. The user and user details are added to the Oloid Portal.

Note: Check the logs to see the users’ status.

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