Import Page

Use the Import page to bulk-add new users, bulk-update existing users, or both, using a CSV file.

To get started with bulk import:

  1. From the left navigation bar, select Users > User management.
  2. You need to complete a CSV template file before you can bulk import users. Select Download import template to add new users or you can select Download user list to modify existing users.
  3. Select Bulk import users to start the process.

The import page displays:

Import page with different features numbered.

  1. Import tab: Use this tab to import a populated CSV file.
  2. Prevalidate tab: Use this tab to upload and validate a CSV file prior to importing it. Prevalidating a CSV file allows you to fix any errors prior to Percipio upload.
  3. File selection: Select a CSV file for import or prevalidation.
  4. Send bulk Welcome Emails: Available on the Import tab, when selected, Percipio sends a Welcome email to all active users in the CSV file that have not yet received one.
  5. Most Recent Imports: Displays a snapshot report of the most recent CSV file imports. See Bulk Import Reports for details. Reports stay on this list for 7 days.
  6. View Report: Click View icon, a blue eye to open a report detailing any errors found during the prevalidation or import process. See Bulk Import Reports for details.