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 BeginsBefore 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.
| Attribute | Description |
|---|---|
| Work Email | Corporate email address |
| Personal Email | Personal email address |
| Username | User login name |
| User ID | Unique user identifier |
| Employee ID | Employee reference number |
| First Name | User's first name |
| Last Name | User's last name |
| Full Name | User's complete name |
| Phone Number | Contact number |
| Position | Job title |
| Employment Type | Staff classification |
| Department | Department assignment |
| Business Unit | Business unit assignment |
| Cost Center | Cost 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 Name | Last Name | Work Email | Employee ID |
|---|---|---|---|
| John | Doe | [email protected] | EMP1001 |
| Sarah | Johnson | [email protected] | EMP1002 |
Required Fields
Required fields depend on the Login Identifier configuration.
Example
If Login Identifiers are configured as:
Work Email
Employee IDBoth 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:
- Click Upload File.
- Select the completed template.
- Review the uploaded file.
- 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 BeginsValidation Errors
If validation fails:
File Uploaded
↓
Validation Failed
↓
Error Report Generated
↓
Corrections RequiredAdministrators 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 EnrollmentOnce enrollment is completed:
EnrolledThe 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 TechnologyEmployee 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
Updated about 2 months ago
