You can bulk import users into Engage using a CSV file. This method is helpful when adding multiple users simultaneously.

Steps to Import Users via CSV 


Access User Management:

Download the Template:

  • Download the CSV template provided in Engage.
  • Ensure that your file follows the format specified below.

Prepare Your CSV File:

  • Open the template and add user details.
  • Ensure the correct formatting for each field (see table below).
  • Save the file in CSV format.

Upload the information from your CSV file in one of two ways:

  1.  You can paste the text from your CSV file into the 'Import' box. Once you have pasted the data into the box provided, click 'Import' to start importing your user data.
  2. Select the CSV file from your computer using the 'Upload' section. Choose the file, then click 'Upload' to confirm your choice.


Guidelines for Preparing Your CSV File

  • Enter user details accurately—use only the provided columns and rows. Leave blank cells empty rather than using placeholders like "N/A."
  • Follow required fields—ensure mandatory fields (e.g., first name, last name, password) are correctly filled to avoid import errors.
  • Avoid formatting changes—do not use bold text, colored cells, or merged cells, as these can disrupt the CSV file.
  • Save correctly—always save the file in CSV (Comma Delimited) format, not as an Excel file (.xlsx). Ensure no extra blank rows or cells exist.


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