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How do I bulk import User information from a spreadsheet?
How do I bulk import User information from a spreadsheet?

As an admin, learn how to migrate User information from your existing system to Optix

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

Adding your Users into Optix is easy and can be done by importing information, and in this case, bulk uploading User information from a spreadsheet. Follow the instructions below to import your existing Users.


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1. Click Users from the left-hand menu


2. Click the Add user button in the top right corner


3. Click Bulk upload from a file

4. Click Download template CSV file

5. Complete the user template and save as a .CSV file

  • To ensure data is uploaded correctly, do not add or remove any columns from the template CSV file

  • Name and email address are the only fields that are required to create a user account within Optix

6. Click Upload your completed .csv file


7. Review any errors


8. Click Import Users to complete the upload


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