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
- 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