Navigation Prompt
Go to USER MANAGEMENT > click Add & Edit users > click the button, Bulk Upload users
Note: If SCIM is enabled for your account, the bulk upload feature is disabled to prevent synchronisation conflicts. All user provisioning must be done through your identity provider.
This will then reveal the following pop-up:
Click Browse to select your CSV file from your files.
The CSV file
The bulk upload file template can be downloaded here: https://docs.evaluagent.com/bulk-upload-file-template.csv.
To create a list of users, you may export names from your workforce management system or from some other employee database. Most of these systems have the facility to generate details via a CSV export.
Alternatively, if you need to create the CSV file from scratch, you can use a program like Microsoft Excel, Numbers on Mac, Google Spreadsheets, or OpenOffice.org Calc.
There are a number of points you need to consider when creating and uploading your CSV file:
The first row of the CSV file is the header row. The first row must remain completely unchanged. It must remain in the file, with the column titles unchanged and in the exact same order as they appear in the template file.
Please adhere to the column header fields documented in the attached CSV file template and described in the table below. Changing headers or not following the correct data formats will result in errors. The most common errors that the system validates against are listed below.
The file must be saved as a CSV using UTF-8 character encoding.
Each file you upload is limited to 2,000 rows of data (one row for the header and 1,999 rows for users). If you want to upload more than 1,999 users, that's OK -- you'll just need to create separate files for each batch of users and upload the files separately.
CSV column headings
The required columns in order are:
forename -- User's first name (required)
surname -- User's last name (required)
email -- User's email address (optional, can be blank)
username -- Unique username for login (required, 3-100 characters)
switch id -- 3rd party system username (optional, can be blank)
role -- The exact title of the role to assign (required, case-sensitive)
system access (yes/no) -- Must be exactly "yes" or "no" (required)
** The role title you assign to each user in the CSV file must match exactly (spelling/spaces/case sensitive) one of the Role Titles in your roles & permission table. (See below).
Validation checks & error handling
On uploading your file, the system checks each row against the following criteria:
All mandatory columns on each row contain correctly formatted data. The columns are:
forename
surname
username
role
system access (yes/no)
All Usernames in the file are unique, and none of the usernames in the file already exist in the evaluagent system.
Any switch IDs in the file are unique, and none of the switch IDs in the file already exist in the evaluagent system.
The role title on each row exactly matches (spelling/spaces/case sensitive) one of the roles in your roles and permissions table in Admin/Roles & Permissions.
The total number of users granted system access (including any existing users with system access) does not exceed the limit associated with your account.
The number of agents (when combined with any existing active agents in the system) does not exceed the limit associated with your account.
If any errors are found, you will be prompted with the row where the error was identified, with some guidance on the nature of the error.
If errors are detected, the system will not accept the file, and none of the users will be added. In such cases, you will be prompted to correct any and all errors and try to upload the file again.
Important: You cannot start a new bulk upload if a previous upload is still awaiting processing (users with pending status still exist). You must complete or cancel the existing upload first.
What happens after a successful upload?
If the upload is successful, you will be taken to the following screen where you will be prompted to: (a) assign any agents in the file to a team; and, (b) assign a reporting-access level to non-agent users.
You can select multiple users at once (using checkboxes) to assign the same team or reporting access to multiple users simultaneously -- this is a significant time-saver for large uploads.
Once each user profile has been created, the user's Account Status will be set to Active, and their details will appear in the user table.
If the user has been granted system access, they will then proceed through the user invitation process.
Alternatively, if you wish to add one user at a time, you can add a new user.