Bulk Uploading Users and Departments with a CSV

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by Fred Pukay
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What this page is for:

Bulk Adding Users

Step-by-step instructions to make changes to how your organization is displayed in BetterWorks. For example, after a restructuring, or if you need to onboard a large number of new users.

*Looking for instructions on bulk deactivating users? Please view this article.

 
     

 

     
 

What you will need:

  • BetterWorks admin rights.
  • Spreadsheet software such as Microsoft Excel or Google Sheets.
  • A text editor such as TextEdit (Mac) or Notepad (PC).
  • CSV templates download at the bottom of this article.
 
     

 

Create Department CSV

1. Create a CSV file with 2 columns: "name" and "parent"

Column Header Required Notes
Name Yes Name of the department ie:Finance
Parent No The name of the department one level up in the hierarchy

2. Ensure any "parent" entries have "departments"

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3. Save CSV file and open it in a text editor to test for errors

4. Inspect for superfluous commas (for example: ",,,,,")

5. Remove superfluous commas from the CSV file

6. Save CSV file 

 

Upload Department CSV File

1. Login as an Admin

2. Navigate to Admin > User management > Departments > CSV > upload

3. Upload Department CSV file

4. Save

5. Refresh page

  

Create Users CSV File

1. Note required columns for the Users CSV file

 

2. Ensure your CSV contains the required columns from the previous table. Do not add values in the deactivation_date column.

 

3. Save CSV file and open it in a text editor to test for errors

4. Inspect for superfluous commas (for example: ",,,,,")

5. Remove superfluous commas from the CSV file

6. Save CSV file

Note: We've provided two Users.csv templates at the end of this page - the Basic version includes our recommended fields and the Advanced version includes all possible fields.

 

Upload User CSV File

1. Login as an Admin

2. Navigate to Admin > User management > Departments > CSV > upload

 

3. Upload Department CSV file

4. Save

 

CSV Templates

department.csv

advanced_users.csv

basic_users.csv

     
 

Problems?

  1. Check if there are superfluous commas in the CSV file. Determine this by opening the file in a text editor such as TextEdit (Mac) or Notepad (PC).
  2. Ensure there are no inputs in the "deactivated" field.
  3. If you need to remove a manager completely (for example, a new CEO being promoted from a position beneath the old CEO), re-upload the file with that employee's manager field empty.
  4. If you have input parents, do they exactly match a department? Example
 
     

 

 

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