Bulk User Creation

Bulk User Creation allows administrators to create multiple user accounts simultaneously using a spreadsheet template.

This method is recommended when onboarding large numbers of users, such as:

  • New employee onboarding
  • Department migrations
  • System rollouts
  • User synchronization preparation
  • Initial platform deployment

Overview

Instead of creating users individually, administrators can upload a file containing user information and create multiple accounts in a single operation.

Download Template
        ↓
Populate User Data
        ↓
Upload File
        ↓
Validation
        ↓
Users Created
        ↓
Enrollment Process Begins

Before You Begin

Before importing users:

  • Ensure Login Identifier settings have been configured.
  • Verify all required user information is available.
  • Download the latest template from Fixiam.
  • Validate user information before upload.

Accessing Bulk User Creation

Navigate to:

User Management → Users

Click:

Bulk Import

Screenshot Placeholder

Insert Bulk Import page.


Downloading the Template

Select Download Template to obtain the latest import file.

The template contains the supported user attributes available for import.

Using the latest template helps prevent import errors caused by missing or incorrectly named columns.


Supported User Attributes

The following attributes can be imported.

AttributeDescription
Work EmailCorporate email address
Personal EmailPersonal email address
UsernameUser login name
User IDUnique user identifier
Employee IDEmployee reference number
First NameUser's first name
Last NameUser's last name
Full NameUser's complete name
Phone NumberContact number
PositionJob title
Employment TypeStaff classification
DepartmentDepartment assignment
Business UnitBusiness unit assignment
Cost CenterCost center assignment

Note

Available fields may vary depending on your organization's configuration.


Preparing the Import File

Populate the downloaded template with user information.

Example

First NameLast NameWork EmailEmployee ID
JohnDoe[email protected]EMP1001
SarahJohnson[email protected]EMP1002

Required Fields

Required fields depend on the Login Identifier configuration.

Example

If Login Identifiers are configured as:

Work Email
Employee ID

Both values must be provided for every user record.

Failure to provide required values may cause validation errors during import.


Uploading the File

After preparing the file:

  1. Click Upload File.
  2. Select the completed template.
  3. Review the uploaded file.
  4. Click Import.

Screenshot Placeholder

Insert Upload Users screen.


Validation Process

Before users are created, Fixiam validates the uploaded data.

Validation checks may include:

  • Missing required fields
  • Duplicate login identifiers
  • Invalid email formats
  • Invalid attribute values
  • Duplicate user records

Successful Validation

If validation succeeds:

File Uploaded
      ↓
Validation Passed
      ↓
Users Created
      ↓
Enrollment Begins

Validation Errors

If validation fails:

File Uploaded
      ↓
Validation Failed
      ↓
Error Report Generated
      ↓
Corrections Required

Administrators should correct the reported issues and upload the file again.


User Creation Results

After a successful import:

  • User accounts are created.
  • Users appear in the Users Overview page.
  • Enrollment processes begin.
  • Approval workflows may be triggered where applicable.

Enrollment Status

Imported users typically begin with:

Pending Enrollment

Once enrollment is completed:

Enrolled

The user can then access assigned applications and resources.


Common Import Scenarios

Initial Organization Onboarding

Use Bulk User Creation when onboarding an organization to Fixiam for the first time.

Benefits:

  • Faster onboarding
  • Reduced manual effort
  • Consistent user records

Department Migration

Import users from a specific department.

Example:

Finance Department
Human Resources
Information Technology

Employee Expansion

Import newly hired employees in batches.

This is commonly used during large recruitment periods.


Best Practices

  • Always use the latest import template.
  • Verify login identifiers before upload.
  • Review data for duplicate records.
  • Validate email addresses before importing.
  • Perform a small test import before large migrations.
  • Keep a backup copy of import files.

Troubleshooting

Import Fails

Verify:

  • The correct template was used.
  • Required columns exist.
  • Required values are populated.
  • File format is supported.

Duplicate User Error

Verify:

  • Work Email is unique.
  • Employee ID is unique.
  • Username is unique where applicable.

Users Not Appearing After Import

Verify:

  • Import completed successfully.
  • Validation errors were resolved.
  • Appropriate filters are not hiding the users.

Enrollment Invitations Not Sent

Verify:

  • User email addresses are valid.
  • Email delivery services are configured.
  • Approval workflows are not pending.

Related Topics

  • Users Overview
  • Creating Users
  • Login Identifier Settings
  • User Synchronization
  • User Enrollment


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