Add people with CSV file import


Prerequisites
  • Directory > User > All permission

Information about the people you are adding to your organization must be in a CSV file. We recommend that you export the CSV from a spreadsheet instead of composing CSV using a plain text editor. When the spreadsheet saves a CSV file, it automatically inserts required quotes and commas. This process is less error prone than formatting records manually.

Notes:
  • The validation process does not catch spelling errors or extra spaces. These issues can cause duplicate role creation. As a best practice, ensure you format and proofread your CSV file before you import it. 
  • Only name and email are required. All other data is optional.
  • The skills category is valid only for skills, not languages.
  • The data in the CSV file must be in the following order:
    name,email,phone_work,title,department,email_manager,location_work,roles,queues,skills
  • Queue names are comma-separated; however an actual queue name cannot contain a comma.
  • Roles must be spelled exactly as they appear in the People and Permissions page.
  • New locations in the CSV file are automatically added to the organization during the import process.
  • When updating existing users with CSV import, roles are added and not replaced. CSV import does not remove roles.

CSV file with double-byte characters

If the CSV file contains double-byte characters for languages like Japanese or Chinese, save the file in Unicode or UTF-8 format. For details, see Create a CSV file in Unicode or UTF-8 format.

For example:

"Gene Hamilton","gene.hamilton@company.com","919-555-1234","Sales associate","Sales","sue.ellen.templar@company.com","Durham, NC","admin,Communicate User","Inside Sales","Replacement Parts"
"Lisa Greenjeans","lisa.greenjeans@company.com","317-555-6789","Contact Agent","Technical Support","dex.cooper@company.com","Indianapolis, IN","PureCloud User","Customer Support","Warranty"

Bulk import people into your organization

  1. Do one of the following:
    • Click the Invite people icon and click Import in the Add People to Organization window.

      Invite people icon

    • Click Admin. Under People and Permissions, click People and click Bulk Import.
  2. Click Browse and select the CSV file with your people data.
    Note: If you use Active Directory within your organization, click to set up a connector and sync your people automatically. For more information, see About the Active Directory Connector.
  3. Send invites automatically after adding people by selecting Send invite automatically.
  4. Check the data in the Import Preview section.

    Start CSV import

  5. Click Start Import.
    Note: As PureCloud imports the people to your organization, a status bar indicates the progress:
    • Creating People
    • Associating Managers
    • Creating & Assigning Locations
    • Assigning roles
    • Assigning queues
    • Finished
  6. Click Done to close the dialog box, or click Continue to upload another CSV file.

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