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Bulk User Import

Import multiple users at once from CSV or Excel files

Mapping columns on a CSV import – 16s, no narration

Import large numbers of users quickly using CSV or Excel file uploads instead of sending individual invitations.

Accessing Bulk Import

  1. Go to the Team tab
  2. Click Import button
  3. 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

FieldDescriptionExample
Full nameThe person's whole name in one columnJohn Smith
EmailUsed to invite them, and to match existing users[email protected]

Optional

FieldDescriptionExample
RoleThe role to give themLearner
GroupsGroups to add them toSales Team
TimezoneTheir time zoneAmerica/New_York
Blocked?Import them already blockedNo

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.

csv
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 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:

  1. Select the Konstantly field for each column
  2. Mark columns to skip if not needed
  3. 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:

  1. Validate all records
  2. Create user accounts
  3. Send invitation emails
  4. Assign to groups
  5. Report results

Import Status

Track your import progress:

StatusMeaning
PendingQueued for processing
ProcessingCurrently importing
CompletedFinished successfully
Completed with errorsSome records failed
FailedImport could not complete

Handling Errors

If records fail during import:

  1. View the error report
  2. Download the error file (contains failed rows with reasons)
  3. Fix the issues in your source file
  4. Re-import only the failed records

Common Errors

ErrorCauseSolution
Invalid emailEmail format incorrectCheck for typos, extra spaces
Duplicate emailUser already existsRemove from import or update existing
Unknown groupGroup name doesn't matchCreate group first or fix spelling
Unknown roleRole name doesn't matchUse 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:

  1. Use the same email addresses
  2. Include updated field values
  3. 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

  1. Start small - Test with a few users before large imports
  2. Validate emails - Ensure all email addresses are valid and correctly formatted
  3. Create groups first - Set up groups before importing users who need assignment
  4. Use consistent naming - Match role and group names exactly
  5. Keep records - Save your import files for reference
  6. Check for duplicates - Remove duplicate emails before importing
  7. Review before confirming - Always check the preview before processing