How do I import collaborators in bulk?

Overview

The import feature allows you to add or synchronize collaborators in bulk from a file, without having to add them one by one.

How it works

Step 1 — Processing history

From the collaborator Administration, go to the page Import which lists the history of previous synchronizations.

Step 2 — Choose the import type

Select the operation type: add, deletion or mirror synchronization.

Step 3 — Upload the file

Upload the Excel or CSV file containing the collaborators.

Step 4 — Review alerts

The system analyzes the file and displays a report of'alerts on the anomalies detected (invalid rows, missing fields, etc.).

Step 5 — Review the analysis

A report of'analysis details the operations that will be executed (creations, updates, deletions).

Step 6 — Launch execution

Validate to launch the runner which applies the operations. The status is updated live.

Operation types

• Add (upsert): create new collaborators or update existing ones

• Delete (delete): remove collaborators

• Mirror synchronization (mirror): replace the entire list — collaborators missing from the file are removed

Test mode (dry run)

It is possible to run a simulation before actually executing the changes. Test mode displays a report of the planned operations without applying them.

The simulation becomes required for a file that assigns or modifies a login ID: it is the only place where you can see, before execution, how many email addresses cease to be IDs.

Collaborators without email address

The template includes a column Username column TV PIN Code, next to the column Email. They allow you to import collaborators who do not have a work email address.

• Each row must contain at least one identifier: an email address or a login ID.

• A row that assigns a login ID without an email address must contain a 4-digit code, otherwise the collaborator would have no way to activate their account.

• The same username cannot appear twice in the file.

Rows that do not comply with these rules are flagged in the alerts report, before any write operation: the file is not executed until they have been corrected. See How do I add a collaborator without an email address?.

Message tracking

Each synchronization operation generates tracking messages indicating the result for each collaborator (success, error, etc.).

Alternative: SCIM provisioning

For automatic and continuous synchronization with an enterprise Directory (Azure Active Directory, Okta, etc.), see the article "Automatic collaborator provisioning (Provisioning / SCIM)".

What the assistant can do

The assistant cannot launch a bulk import. It can explain how it works and guide you to the Administration interface. With the Administration scope, the assistant can add collaborators one by one.