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Bulk User CSV Format

The first row of the CSV file must contain the headers describing each column's data. The headers can be the following:

  • Email – The email address of the user. This is always required.
  • FirstName – First name of the user
  • LastName – Last name of the user
  • Role – The users role. If omitted for a new user, the user will be created with the role of "Full Subscriber". If updating the user, they will maintain their current role.
  • Groups – This is a pipe(‘|’) delimited list of the group names that the user on the line is a member of. The user will be removed from any groups they are currently a member of that are not in the list and will be added to any new groups in the list. If the group name does not exist in the account, the group will automatically be created and the user will then be added as a member.
  • RemoveGroupsNotListed If this is set to "true" the user will be deleted from all groups not listed in the "Groups" column.  If it is set to "false", then the user will stay in their existing groups and they groups listed in the "Groups" column will be added for the user.  The default is "true" if Groups are listed and "RemoveGroupsNotListed" is not specified in the csv.
  • Active – Valid values for this field is either "true" or "false". A value of "true" means they belong in the Address Book, and false means that they will be deleted.
  • Title – The user's title that will show in the address book.
  • Department – The user's department that will show up in the address book.
  • Company – The user's company that will show up in the address book.
  • Address1 – The user's address line 1 that will show up in the address book.
  • Address2 – The user's address line 2 that will show up in the address book.
  • Address3 – The user's address line 3 that will show up in the address book.
  • City – The user's city that will show up in the address book.
  • State – The user's state/province that will show up in the address book.
  • PostalCode – The user's postal code that will show up in the address book.
  • PhoneNumber – The user's phone number that will show up in the address book.
  • FaxNumber – The user's fax number that will show up in the address book.
  • Persona – The user's persona, should a valid name of a persona already created in the account.
  • ManagedBy – The user's manager, should be a valid email address of a user in the account.
  • SendActivationEmail – Valid values for this field is either "true" or "false". Indicates if activation email will be sent to created user.
  • EnabledStartDate – The start date when this user can access the account.
  • EnabledEndDate – The end date when this user can access the account.
  • PortalUser Valid values for this field is either "true" or "false".  Indicates if they have only portal access to SpringCM, otherwise full access to the UI.
  • ExemptFromUserSync – Valid values for this field is either "true" or "false".   Indicates if the user should not be managed by the Salesforce user sync process.