Contents x
    Bulk Upload
    • 25 Apr 2023
    • 2 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Bulk Upload

    • Updated on 25 Apr 2023
    • 2 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    The Bulk Upload section allows you to upload or update existing user(s). 

    To complete a bulk User Upload

    1. Click Account in the top right corner of the screen
    2. Select Users
    3. Click on the Bulk Editors button
    4. Next, click on the Upload tab
    5. Select one of two options: Insert Users or Delete Users.
    6.  Click on the Select file to upload... button to select the CSV file to use. 
    7. If you would like to update existing users, check the Update existing users checkbox. 
    8. Click on the Upload Users button. 

    Bulk Upload CSV File Format:

    Required fields are indicated with a "*". Additional fields are required if Create Sub-Group = 1/true. Those fields are indicated with a "*" in the Description. 

    Fields that can be updated utilizing the Update Existing Users option are indicated with a "*" in the Description. 

    Column NameData TypeDescription
    A. ProntoID*String (AlphaNumeric only, max 32 chars)Reference ID for the Group
    B. Create Sub Group*Boolean (1 = true or 0 = false)Create a new sub-group to add the User into. 
    Important Note: If this value is 1/true, the additional fields are required: Sub Group Name, Sub Group Owner Name, Sub-Group Owner Email Address, Document Retention in Days. 
    C. Sub Group NameString (max 32 chars)Required if Create Sub Group is 1/true*
    D. Sub Group Owner NameString (max 64 chars)Default "From Name" for outgoing emails 
    Required if Create Sub-Group is 1/true*
    E. Sub Group Owner Email AddressString (max 128 chars)Default "Reply/Response Email Address" for outgoing emails
    Required if Create Sub-Group is 1/true*
    F. Document Retention In DaysInteger (0 - 2147483647)Use 0 for never delete 
    Required if Create Sub-Group is 1/true*
    G. Username*String (max 63 chars)
    H. Password*String (max 64 chars)Update Existing Users Applicable*
    I. Federation Single Sign On IntegrationsFederationIntegrationName|Username
    String (max 64 chars) | String (max 150 chars)    		Note: Multiple integrations can be added to a User Example: Okta|bjones@mail.com;ADFS|bjones@mail.com
    Update Existing Users Applicable    *
    J. First Name*String (max 16 chars)Update Existing Users Applicable*
    K. Middle Name/InitialString (max 16 chars)Update Existing Users Applicable*
    L. Last Name*String (max 40 chars)Update Existing Users Applicable*
    M. SuffixString (max 4 chars)Update Existing Users Applicable*
    N. Email Address*String (max 128 chars)Update Existing Users Applicable*
    O. TitleString (max 64 chars)Update Existing Users Applicable*
    P. OrganizationString (max 64 chars)Update Existing Users Applicable*
    Q. Security QuestionString (max 256 chars)Update Existing Users Applicable*
    R. Security AnswerString (max 256 chars)Update Existing Users Applicable*
    S. Force Password Change*Boolean (1 = true or 0 = false)Update Existing Users Applicable*
    T. Send New User Welcome Email*Boolean (1 = true or 0 = false)Update Existing Users Applicable*
    U. Permission Set ID*Integer (0 - 2147483647)
    V. Allow Signing*Boolean (1 = true or 0 = false)
    W. Allow Open Signing*Boolean (1 = true or 0 = false)
    X. Allow Pending Signature Queue*Boolean (1 = true or 0 = false)
    Was this article helpful?
    What's Next