---
title: Importing Users
description: "How to import users from a CSV file into the System ## Prepare Data for Import Ensure you have followed the [**Preparing Data for Import (Users)**](https://support.symbiant.co.uk/kb/preparing-data-for-import-users/) steps and that your CSV file is formatted correctly against the rules. ### Importing Multiple…"
url: "https://support.symbiant.co.uk/kb/importing-users/"
updated: "2024-01-17"
category: Importing Data
tags:
  - Add
  - Import
  - User
---

# Importing Users

How to import users from a CSV file into the System

## Prepare Data for Import

Ensure you have followed the [**Preparing Data for Import (Users)**](https://support.symbiant.co.uk/kb/preparing-data-for-import-users/) steps and that your CSV file is formatted correctly against the rules.

### Importing Multiple Roles and Divisions at Once

Within the CSV Data Import, if required, there is an option to Import users with multiple Roles and Divisions,

This is done using a joining function character, in the CSV file, this character is a Pipe |

#### Importing Multiple Roles

An Example of Multiple Roles is as follows:

Risk_Admin|Control_Admin

*Please ensure no spaces between the Pipe Character and the Role Names are **exact** matches to the System.*

#### Importing Multiple Divisions

Symbiant/UK|Symbiant/EU

*Please ensure no spaces between the Pipe Character and the Division Names are **exact** matches to the System.*

## Accessing Users

Navigate to **Setup** by selecting the spanner at the bottom left.

![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/SetupMode.webp)

Select **Users**,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/05/Users-Menu.webp)

## User Import

Select the three dots at the top right, then **Import**

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Import-Menu-1.webp)

Select the file you wish to import data from,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Import-File-Selection.webp)

Next, you will be shown the import screen, the column titles from the CSV will be present at the top (1), with import boxes below (2),

**Important Note: To make the import process easier select the Translate option at the top right! (3)**

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Import-Users-Details.webp)

From the drop-down select the **Attribute **that the column represents (In the below example **User Name** represents the **User Name**)

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Import-User-Name.webp)

For user imports, the **User Name & Email Address **are **REQUIRED** also, a **Phone Number is**required if you want to use **Multi-Factor Authentication.**

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Import-Users-Required-Fields.webp)

## Saving an import as a Preset

If you want to import more than once, you can save the layout of the import into a **Preset**, Select the Star icon at the top right,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Import-Users-Save-Preset.webp)

Select Save Preset,

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Save-Import-Preset-Selection.webp)

Name the Preset and select **Save,**

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Import-User-Preset-Name-Save.webp)

## Importing the Data

After you have saved the preset, select **Continue,**

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Import-User-Continue.webp)

**Critical Note: Ensure Name and Email Address are unique!**

You will then be able to review the data that is being imported ensuring it is in the format you wish. Once you are satisfied with the data format, select **Import,**

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Import-User-Import-Data.webp)

Your users will now be imported into the system.

![](https://support.symbiant.co.uk/wp-content/uploads/2022/06/Import-User-Output.webp)

**Note: **This will immediately send the user an email stating a new account has been created, **Ensure they check their spam folder!**