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Adding, Importing, & Exporting Users (CX)

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About Adding, Importing, & Exporting Users (CX)

In the Users section of the User Admin tab, you can either upload users in bulk using a file or by manually typing their information into a form. You can also export a list of your users for use in another dashboard or for use in external records you may keep.

When adding or uploading users, you must include the following fields: email, first name, and last name.

Attention: Only a user who is both a Brand Administrator and a Project Administrator have access to the features described on this page. Division Administrators do not have access.

Add Users Manually

You can add users by typing their information into fields, or by pasting it.

  1. Go to the Users section in the User Admin tab.
    Add Users in green on the upper-right
  2. Click Add Users.
  3. Select Manual Input.
    Manual Input in yellow on the right
  4. Fill out the fields. You must at least provide an email, first name, and last name.
    Fields filled out

    Qtip: If the import fails, you may get the message “Skipped X users due to missing a required field.”
    Import complete. Skipped 1 users due to missing a required field.
    This likely happened because you forgot to add an email address, first name, or last name for one or more of the users you were importing.
  5. Click the plus sign ( + ) to add metadata to your user.
    Qtip: Metadata serves as any additional information you want to include aside from the basic fields provided. You can name the column whatever you want.
  6. You can also decide the User Type of users as you upload them. This allows you to determine the permissions and level of access the user has to the rest of the site. This step is optional.
    Option mentioned is at bottom of window. May have to scroll to see it

    Qtip: The User Type you select here will not affect existing users.
  7. When you’re done, click Add Users.
Qtip: If you are working from a spreadsheet, you can copy multiple rows and columns, and past them into the corresponding fields by pasting into just the first one.

Importing a File

It can be much easier to upload many users at once using a file made in Excel. This also saves you from having to manually add metadata columns or type values one-by-one.

Formatting Your Document for Import

When you are on the upload window, click Example Document for the format you should follow.

Blue Example Document link on the Add Users window

Here is a list of requirement this file must meet:

  • You must include FirstName, LastName, and Email for all users.
    Qtip: If your organization uses SSO, you must include a Username column! The Username column needs to be filled in with the values from your Active Directory that you are passing us for the username attribute. The #brandID will be appended to the username automatically upon upload of the file.
    Qtip: If the import fails, you may get the message “Skipped X users due to missing a required field.”
    Import complete. Skipped 1 users due to missing a required field.
    This likely happened because you forgot to add an email address, first name, or last name for one or more of the users you were importing.
  • The file must be saved as a CSV or TSV.
    Qtip: See our CSV/TSV Upload Issues page for help troubleshooting upload issues.
  • The spelling and capitalization of certain headers (FirstName, Email, LastName) are vital to this information uploading correctly. The only column headers you can change are the Metadata columns, which can have any header name you want, be as many columns as you want, or be deleted entirely.
  • If you are including a Language column, make sure Language is capitalized, and the value for each user is in language code format.

Importing the File

Once in the User section of the User Admin tab, there are two ways to open the upload window:

  • Click Add Users, then select Upload File.
    Using the green Add Users button
  • Click Import & Export and select Import Users.
    Using the Import and Export dropdown

Where it says Drag and drop, drag your file from a folder and drop it. Or, click browse to select your file normally.

Drag and drop box

Verify the fields uploaded correctly. If your headers are mixed up, you misspelled the header, forgot to name it, or if it’s wrong in any other way, you can:

  • IGNORE the data to exclude it from the upload.
  • Rename the column.
  • Choose Change and then select an existing premade field (listed along the top) or choose from a list of existing metadata.

Changing the column name in Verify Fields section

Before you complete your import, there are a few settings to configure.
image of the import cx user screen with the user type and sso user import options highlighted

  • Specify User Type (Optional): This setting lets you define the user type your users as they’re uploaded. This setting is optional. If no user type is specified, new users will be imported as Participants.
  • Import as SSO Users: If your licenses has SSO enabled, this setting will append the #brandID to the end of your uploaded users’ usernames.

Once ready, click Import to upload the users.

Exporting Users

You can also export a list of your users to a CSV or TSV. This file contains every column of information, including FirstName, LastName, Email, and all metadata.

Exporting Selected Users

Once you select users using the checkboxes to the left, go to With Selected and select Export Users.

Selecting users and exporting them using the With Selected option

The only metadata that appears in this export is metadata that at least one of the users has a value for. Blank data is excluded if none of the users selected has a value for that metadata.

Qtip: Just adding a filter or search terms won’t narrow down your file. You have to select the users to export them. The Select All option will only select those that meet the search requirements.

Exporting All Users

To export all the users in your brand, click Import & Export and select Export.

Export Users option

Regardless of who is selected, all users will export.

Removing Users

You can use a file to remove users from the admin.

Formatting Your Document for Import

When you are on the upload window, click Example Document for the format you should follow.

Blue Example Document link on the Add Users window

Here is a list of requirement this file must meet:

  • You must include FirstName, LastName, and Email for all users.
    Qtip: If your organization uses SSO, you must include a Username column! The Username column needs to be filled in with the values from your Active Directory that you are passing us for the username attribute. The #brandID will be appended to the username automatically upon upload of the file.
  • The file must be saved as a CSV or TSV.
    Qtip: See our CSV/TSV Upload Issues page for help troubleshooting upload issues.
  • The spelling and capitalization of certain headers (FirstName, Email, LastName) are vital to this information uploading correctly. The only column headers you can change are the Metadata columns, which can have any header name you want, be as many columns as you want, or be deleted entirely.
  • Add a column named Remove. Indicate all users you want to keep as 0. Indicate all users you want to remove as 1.

Importing the File

Once in the User section of the User Admin tab, there are two ways to open the upload window:

  • Click Add Users, then select Upload File.
    Using the green Add Users button
  • Click Import & Export and select Import Users.
    Using the Import and Export dropdown

Where it says Drag and drop, drag your file from a folder and drop it. Or, click browse to select your file normally.

Drag and drop box

Click the header on the Remove column. From the dropdown menu, select Change.

Bright red Remove column header

Select Remove.

Remove option under dropdown menus

Once ready, click Import to save the changes.

Updating Users

You can also use a file to update your users as a group. See the Updating Multiple Users’ Metadata Values page for further instruction.

FAQs