Generating a CSV File for Importing Users

Multiple users can be added to an Organization at once by generating a CSV file and importing it via the Capriza dashboard. The steps are as follows:

  1. Create an Excel sheet of the users to be imported. You may choose to only include the user's email address (one column) or also incorporate first and last name. If the latter option is chosen, the order of columns is as follows:
    • First Name
    • Last Name
    • Email Address

  1. Click "Save As." Under File Type, select CSV.
  2. Follow the instructions in Managing Users and Managing Groups to upload your file.
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