Administrative User Setup:

Bulk User Creation via CSV Import

Use the bulk user import function to create multiple new users who need access to a single site or access list through a CSV file. This process only creates new users; rows including existing users will be ignored, allowing the file to be safely rerun multiple times.

After a successful user import, the new users should receive an email to set their password and be able to access their site(s).

Step 1: Download the example template

1. Click the gear icon in the upper right-hand corner of the Envysion Application.
2. Select Users.
3. On the left-hand panel, click the IMPORT CSV button.

4. In the dialog box that appears, click DOWNLOAD EXAMPLE. This CSV file will indicate the required headers for the import to succeed.

Step 2: Prepare your CSV

Based on the example template and its headers, create your file using Google Sheets or Microsoft Excel and populate the following fields:

• Action: Must be set to Create – Required.
• Username: Cannot include spaces, nor ‘@’ or ‘/’ characters – Required.
• First Name – Required.
• Last Name – Required.
• Display Name – Optional.
• Email: Full email address including domain – Required.
• Phone number – Optional.
• Role: The exact name of a pre-existing role (internal roles are not supported). Navigate to the Roles page in your application to find the list of valid roles – Required.
• Persona: To find existing personas, click the Create a new user icon in the Users page in your application – Optional, defaults to ‘Not Set’ if empty.
• Access List: Enter the exact name of an existing Access List – Optional, can be empty if the Sites field is populated.
• Sites: A comma-separated list of Site Name(s) or Store Code(s). Find existing Site Names on the Sites page in your application. Find Store Codes in your Salesforce account. – Optional, can be empty if the Access List field is populated.
• SSO bypass: Set to True or False. Defaults to false if empty.
• Allow Address: Enter a valid IP address or domain to specify login locations – Optional.

⚠️ Important validation rule: You must assign a user to either an Access List or a Site, but not both.

Step 3: Upload and review

1. Return to the Users page in the application and click IMPORT CSV.
2. Drag and drop your prepared CSV file or click to browse.
3. Once processed, a summary will display the results as shown below.
4. If there are failures, click DOWNLOAD RESULTS to view a line-by-line report of the errors.

Formatting conditions when viewing the downloaded results

Using Google Sheets:

1. Instead of double-clicking the file that you downloaded to view your results, open a new Google sheet and click File > Import.
2. In the dialog box that opens, select the CSV file that you downloaded.
3. Turn off formatting by unticking the box Convert text to numbers, dates, and formulas.
4. Click Import data and view your results.

Using Microsoft Excel:

1. Instead of double-clicking the file that you downloaded to view your results, open Microsoft Excel and start a new workbook.
2. Click Data > Get & Transform Data group > Get Data > Legacy Wizards > From Text (Legacy).
3. Text Import Wizard – Step 1 of 3: Choose Delimited and click next.
4. Text Import Wizard – Step 2 of 3: Choose your Delimiter (usually Comma). Click next.
5. Text Import Wizard – Step 3 of 3: Select the Sites column in the data preview, and change the format from General to Text.
6. Click finish.

Troubleshooting Common Errors

• CSV file is not in the right format: The headers in your file do not match the template. Please download the example file.
• Invalid access assignment: Both the “Access List” and “Sites” columns have been populated. Please clear one of these columns.
• Site does not exist: If the site for a user does not exist, the user will not be created. Resubmit the CSV file after the site has been created (from Salesforce) to retry user creation.
• User already exists: If a user with the same username already exists, the user will not be modified.
• Invalid allow address: The provided IP address or domain format is invalid.