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:

Required Columns

Column	Description	Example
`email`	User's email address	[email protected]
`first_name`	First name	John
`last_name`	Last name	Smith

Optional Columns

Column	Description	Example
`role`	User role name	Learner
`group`	Group to assign	Sales Team
`position`	Job title	Sales Manager
`company`	Company name	Acme Corp
`city`	City	New York
`timezone`	Time zone	America/New_York

Custom Attribute Columns

If you've configured custom user fields, include them as additional columns using the field name.

Sample File

csv

email,first_name,last_name,role,group,position
[email protected],John,Smith,Learner,Sales Team,Sales Rep
[email protected],Jane,Doe,Learner,Marketing,Marketing Manager
[email protected],Bob,Johnson,Learner,Sales Team,Account Executive

Import 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)

Bulk import updates will overwrite existing values. Empty cells in your import file will not clear existing data.

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