This guide will help guide you through running a bulk user import Using the .CSV Template

Uploading

Matching Columns

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Uploading

Step One: Navigate to the Admin tab.

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Step Two: Click on the Users tab and then Add Users.

 

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Step Three: Click on the Import/Update Users icon

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Step Four: Download the template and save it to your computer.

 

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Step Five: Upload your completed .csv file to Continu by clicking on the Select File button

Note: Please ensure that the First Name, Last Name, Email, & Provisioning Status fields are included, as these are all required fields.

 

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Step Six: Once you have uploaded your file you will see the filename listed.  At anytime you can change the file before moving onto the next step.

 

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Matching Columns

Step Seven: Double check that the columns and mapping fields are matching. If everything looks good click next.
 
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Previewing

Step Eight: You will now be able to preview all the users before the final import.

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Step Nine: To download a copy of your new user list, click the download icon.

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Step Ten: Before final import, you can edit or adjust any of the fields within the success window. Click on the field to make adjustments. 

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Step Eleven: Click import to finalize the import. 

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Step Twelve: Within the success window, you can view all the new users that received invites into Continu. (For more information on provisioning, click here.)

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Step Thirteen: If you need to download the new user list, click on the download icon.

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Step Fourteen: Click on the User Management View link to view all pending or active users or click done when finished. 

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