Import User Accounts from CSV file

You can bulk import new user accounts to Targetprocess system from CSV files. This article describes how to perform the import. Several template files are available for download.

Available since version 3.11.6+

Here's how the typical CSV file with user data looks like being opened in a spreadsheet editor:

Supported Fields and Formats

Here’s the list of the fields that can be mapped as columns during import:

How to perform the Import

Upload CSV file with Users data on the Settings > Import page. Then customize settings and map columns.

Find basic principles of importing CSV files in the dedicated article: How to import entities from a CSV file

Required Permissions

Administrators in Targetprocess can import Users by default.

Non-administrators can import Users if their Default Role has Add/Edit permission for User entity.

Download Template Files

Three template files are available below: basic, typical and full.

Import Users: Basic

This templates contains only required columns which are Email and Login. Passwords are not set to newly created users. As a result they are unable to log in until they follow Forgot your password? link on the login page.

Download File: import-users-basic.csv

Settings for import:

Import Users: Typical

This template contains commonly used columns: First Name, Last Name, Email, Login, Role. Emails and Logins are the same. Passwords are not set to newly created users. As a result they are unable to log in until they follow Forgot your password? link on the login page.

Download File: import-users.csv

Settings for import:

Import Users: Full

This template contains all supported columns: First Name, Last Name, Email, Login, Password, Role, Is Observer, Competencies (Custom Field). Newly created users are able to log in using passwords from the list.

Importing Custom Field values

This template illustrates how to import Custom Field values. Therefore as a prerequisite the Text type Custom Field named Competencies must be added to User entity in the system settings. Skip mapping for the missing custom fields otherwise.

More information on this topic:

• How to set up Custom Fields?
• How to import entities with Custom Fields

Download File: import-users-full.csv

Settings for import:

Known Issues

Entity Type column in CSV file

If exists: it must contain User value for each user. You'll need to make initial selection after the file is uploaded.

If missing: select User as type of entities to import before the file is uploaded.

Licenses Availability

Before you add new users please verify you have enough count of unused licenses available. Check License page in System Settings for this purpose.

To free up seats for new active users, either purchase more Licenses or review your People list and make some unused user accounts Inactive or (not recommended) delete them completely.

Projects and Teams Membership

It is not possible to assign Users to Projects and Teams within Import from CSV file. When it is required to perform addition of users to the system and assignment of them to projects and teams simultaneously use Invite people or Quick Add Several Items features that support such combination.