Import Self Service Portal users with internal user management

Prerequisite: Internal user management has been enabled for the customer you are logged in to.

With internal user management, you can add new Self Service Portal users by importing a UTF-8 encoded comma-separated values (CSV) file with up to 500 users.

Note: Use a text editor for editing the CSV file. If you use Microsoft Excel, values entered may not be resolved correctly. Make sure that you save the file with extension .csv.
Tip: A sample file with the correct column names and column order is available for download from the Import users page.

To import users from a CSV file:

  1. On the menu sidebar, under MANAGE, click Users, and then click Import users.
  2. On the Import users page, select Send welcome emails.
  3. Click Upload a file and then navigate to the CSV file that you have prepared.
    The entries are read in from the file and are displayed.
  4. If the data is not formatted correctly or is inconsistent, the file as a whole cannot be imported. In this case, follow the error messages that are displayed next to the relevant entries, correct the content of the CSV file accordingly and upload it again.
  5. Click Finish to create the user accounts.
The users are imported and displayed on the Show users page. They will receive emails with their login credentials for the Self Service Portal.