Upload users in a .csv file.
Requirements: Web Plus Account or Higher
If you need to add and invite multiple users at one time, it may be easier to upload the users instead of setting them up one at a time manually. As with locations and categories, users can be uploaded in their own .csv file. When a .csv file is uploaded, all users are automatically emailed an invitation to create an account.
Add Users via .CSV File using the Import Template
1. Download the user import template
Download the template from your account via Users > Import. Click on the Download link to download the import template:
Once you obtain the Bullseye User Import Template, you’ll have the correct file type to upload (.csv) with the correct column structure. The Bullseye User Import Template requires specific values for column headers. If column headers do not match, the entire column will be ignored. If the column headers are spelled incorrectly, you will receive an errors when you upload. All columns are required.
2. Enter your user data into the downloaded Bullseye User Import Template .csv
Assuming you have your users in a database or spreadsheet, you can copy and paste the data from your internal file into our file, on a column to column basis. For instance, you may have a column called “First Name” or something similar which contains the first name of all your users. Data from this column would go into the “FirstName” column on the downloaded template.
3. Check the data for formatting
Certain data elements require specific formatting. For instance, Username must be a valid email address. Look through your database and identify and fix and data that is not formatted appropriately. Once you are done entering the data, save the file. See detailed format instructions at the end of this document.
4. Upload the data
To upload the data, go to Upload File, and browse to the file, then click the Import Users button. Bullseye will attempt to import.
5. Fix Upload Errors
Often there will be some issues with the data even if you check for errors before you import. The larger the data file, the more likely this becomes. After you upload the file, you may get error messages.
To view specifics on the error, select Details on the right. You'll see more details on the error so you can address the issues:
You will see a screen that looks similar to above, though your errors may vary.
Format Instructions for your .csv file
Data Type (acceptable values/example)
A valid email address
Must be a unique value
Must be an existing Role, including custom roles