How to Bulk import user accounts

You use an Excel spreadsheet or CSV file in conjunction with Admin Portal to bulk import Centrify Directory user accounts. The user account file can contain up to 10,000 accounts.

You should run bulk user import after you have assigned the web applications to the roles. The Privileged Access Service sends the login email message to the new users immediately after creating the account. If you do not have the applications assigned, the users are presented with an empty Apps screen when they log in to the Admin Portal.

To create the file, use the CSV file template provided (Option 1 in the import wizard) or create the file from scratch. Ensure that your user account file follows these guidelines:

  • The required fields must be present.
  • Each field must have a header.
  • Headers must match exactly as shown in the following table, including upper case characters and spaces.
  • Fields/Attributes not listed in the following table must be defined in Settings > General > Additional Attributes. If the additional attributes are not defined, they will not be uploaded. The attribute names you define on the Additional Attributes page must exactly match the corresponding headers in the CSV file.
Default Fields Rules

Login Name

Required

Enter the full user name, including the login suffix in the form
<login name>@<loginsuffix>

The login suffix must exist already.

Email Address

Required

You can specify one email address only. The email address must be of a valid form. Plain text strings, such as “N/A” or “unavailable”, will be rejected.

Display Name

Optional

You can enter the display name in Excel using either format:

  • first last
  • last, first

If you are editing the CSV file, use quotes if you specify the last name first (for example, “last, first”).

Description

Optional

Do not use punctuation. Limit is 128 characters.

Office Number

Mobile number

Home number

Optional

You must enter the area code. You can enter domestic US numbers in the following forms:

  • 1234567890
  • 123-456-7890

Use E.164 number formatting to enter an international number.

If you are using the phone or text message options for multifactor authentication, the Office and/or Mobile numbers must be accurate or the user will not be able to log in.

Roles

Optional

All accounts are automatically added to the Everybody role.

You can specify multiple roles. Use a comma to separate each role. If you are editing the CSV file, surround the roles with quotes—for example: “role1,role2,role3”.

The role must already exist, and the names are case sensitive.

Expiration Date

Optional

Enter a date when the account expires. If you do not set a date, the account does not expire.

This field is not in the CSV template.

Password

Optional

Sets the password for the user. Password requirement is based on the password policy settings in Admin Portal > Policies> User Security Policies > Password Settings.

Require Password Change

Optional

Specifies if users must change the password upon the first successful login. The supported inputs are:

  • False, f, no, n -- No password change required
  • True, t, yes, y -- Password change required

Reports to

Optional

Name of the reporting manager.

This field is not in the CSV template.