AuthX Portal Guide

Import Users from a CSV

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The Import Users feature is used to import batches of new users.

Overview

AuthX Import Users tool imports user information from a properly formatted comma-separated values (CSV) file. This streamlined process makes it easy to create many users at the same time.

CSV import values can include username, full names, aliases, email addresses and mobile phones. Manage users created via import from the AuthX Admin Panel immediately after being created.

Role Required: Owner, Administrator and User Manager.

Creating the CSV File

The CSV file can include multiple data fields for each AuthX user.

Allowed Fields

The fields allowed in this CSV file are:

Mandatory

  • Username

  • First name

  • Last name

  • Email

  • Country Code

  • Phone Number

Optional

  • Alias Username 1

  • Alias Username 2

  • Alias Username 3

  • Alias Username 4

  • Groups

Username

  • Minimum Limit: 4 characters

  • The AuthX username may include spaces, numbers, and special characters.

  • Unique username should be provided

  • If username already exists with Source Type Import, we will over write the user details.

First Name

The AuthX first name may include spaces, numbers, and special characters.

Last Name

The AuthX last name may include spaces, numbers, and special characters.

Email

  • The user’s email address, as a correctly formatted SMTP address (user@example.com)

  • Unique email should be provided

  • If email already exists with Source Type Import, we will over write the user details.

Country Code

The user’s country code format will be 1 (United States), 91 (India) etc

Phone Number

  • The AuthX phone number may include only numbers

  • The user’s phone number format will be (2015671234 - United States), (9089789089 - India) etc

Alias Username (1…4)

  • Specify up to four additional usernames for each AuthX user as alias1 to alias4.

  • The AuthX Alias username may include spaces, numbers, and special characters.

Groups

  • Make sure to add the exact group name which exist in AuthX portal with source type ‘’In-Cloud’’

CSV File Format

Here is a sample CSV file that you can use as a template for creating your own.

The CSV file size should not exceed 1 MB. If you need to import many users, split the information up into multiple CSV files of 1 MB or less and import each one separately.

Importing Users

  1. Login to AuthX Admin portal and click Users on the left panel

  2. Click the Import Users button on the top right corner.

  3. Before uploading a CSV, refer the sample file & the documentation.

  4. Now click the Browse button, to upload your CSV file and select it.

  5. If the CSV file has no errors, the users will be added successfully

  6. If the CSV file contains any errors, the valid records will be added in to the AuthX portal but for the invalid records we provide an error file with the errors highlighted in yellow color. 

  7. Correct the indicated errors and try to import the CSV file again.

  8. After the CSV import is finished, a success message displays

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