Bulk User Import

Updated by Arianne G.

To use this feature, your account must have a user type with at least one data set and a user role with at least one application right.

The new Bulk User Import feature allows you to create multiple XactAnalysis users at once!

  1. Select the account you want to use for Bulk User Import.
  2. Download the XactAnalysis User Template file.
  1. Open the user template file and add information for up to 500 users.
  2. Upload the populated user list file to Bulk User Import.
  3. After you upload your user list, Bulk User Import checks for discrepancies. You can fix issues that it finds in the Review Needed tab.
    1. To fix a user in the Review Needed tab, click the Fix Issues button to the right of the User Roles column.
      To see exactly what issues you need to resolve for a user, hover over the Fix Issues button.
    2. In the Edit bulk user entry window, fix the identified issues.
    1. Click Validate. If you've corrected all of the discrepancies, the user moves to the Ready for Import tab.
  4. When you’re ready to import the users in the Ready for Import tab, click Create.

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