Bulk User Import
Import multiple users at once from CSV or Excel files
Import large numbers of users quickly using CSV or Excel file uploads instead of sending individual invitations.
Accessing Bulk Import
- Go to the Team tab
- Click Import button
- Upload your file
File Format
Prepare your data in CSV or Excel format with the following columns:
Your header names do not have to match ours – you map each column to a
Konstantly field in the next step. What matters is that every field below has a
column somewhere in the file.
Required
| Field | Description | Example |
|---|---|---|
| Full name | The person's whole name in one column | John Smith |
| Used to invite them, and to match existing users | [email protected] |
Optional
| Field | Description | Example |
|---|---|---|
| Role | The role to give them | Learner |
| Groups | Groups to add them to | Sales Team |
| Timezone | Their time zone | America/New_York |
| Blocked? | Import them already blocked | No |
Custom Attribute Columns
Anything else – job title, company, city, employee number – is a
custom user field. Create the
field first, then add a column for it and map it like any other.
Sample File
Job title here is a custom field – create it in Settings first, or leave the
column out.
name,email,role,groups,timezone,Job title
John Smith,[email protected],Learner,Sales Team,America/New_York,Sales Rep
Jane Doe,[email protected],Learner,Marketing,Europe/London,Marketing Manager
Bob Johnson,[email protected],Learner,Sales Team,America/Chicago,Account ExecutiveImport Process
Step 1: Upload File
- Drag and drop your file or click to browse
- Supported formats:
.csv,.xlsx,.xls - Maximum rows per import: varies by plan
Step 2: Map Columns
If column names don't match exactly, you'll be prompted to map your columns to Konstantly fields:
- Select the Konstantly field for each column
- Mark columns to skip if not needed
- Confirm the mapping
Step 3: Review Preview
Before processing, review:
- Total users to import
- Any validation errors (missing emails, duplicates)
- Group and role assignments
Step 4: Process Import
Click Import to begin. The system will:
- Validate all records
- Create user accounts
- Send invitation emails
- Assign to groups
- Report results
Import Status
Track your import progress:
| Status | Meaning |
|---|---|
| Pending | Queued for processing |
| Processing | Currently importing |
| Completed | Finished successfully |
| Completed with errors | Some records failed |
| Failed | Import could not complete |
Handling Errors
If records fail during import:
- View the error report
- Download the error file (contains failed rows with reasons)
- Fix the issues in your source file
- Re-import only the failed records
Common Errors
| Error | Cause | Solution |
|---|---|---|
| Invalid email | Email format incorrect | Check for typos, extra spaces |
| Duplicate email | User already exists | Remove from import or update existing |
| Unknown group | Group name doesn't match | Create group first or fix spelling |
| Unknown role | Role name doesn't match | Use exact role name from settings |
Import History
View past imports from the Import page:
- Date and time of import
- Number of records (success/failed)
- Download original file
- Download error report
Updating Existing Users
To update existing users via import:
- Use the same email addresses
- Include updated field values
- Existing users will be updated (not duplicated)
Best Practices
- Start small - Test with a few users before large imports
- Validate emails - Ensure all email addresses are valid and correctly formatted
- Create groups first - Set up groups before importing users who need assignment
- Use consistent naming - Match role and group names exactly
- Keep records - Save your import files for reference
- Check for duplicates - Remove duplicate emails before importing
- Review before confirming - Always check the preview before processing