Adding users with bulk import

Adding users in Mediafly may be done one by one through Airship, or by bulk using the bulk import option. Content managers and admins may create a CSV file to list the usernames, emails, and names of all users.

 

Note: Adding users to the environment requires user management permissions. Groups and users with no permissions will not see the options and buttons displayed in this article.

 


Creating a CSV file for Users

1. On the Mediafly viewer page, click on the create or '+' button and select Users from CSV.

Bulk_User_Import_7.png

 

2. The Bulk Add Users page is displayed. Click on Download the Template to download a template CSV file.

 

Bulk_User_Import_1.png

3. Create a CSV file by listing the information on the users following the Template structure.

Bulk_User_Import_2.png


Note
: Aside from the username, the order of columns is not important when uploading a csv.

 


Bulk importing users

1. Access the Bulk Add User page. Click on choose file and select the created CSV file. Click on the Upload your Spreadsheet button.

 

Bulk_User_Import_3.png

 

2. The system checks and detects the users in the list. 

 

Bulk_User_Import_4.png

 

Note: To check on the uploaded items, click on the View list button. A window is displayed that lists the details of the users and the respective actions the system will perform based on its checks. In this example, all users are new users to be created in the database.

 

Bulk_User_Import_8.png

 

3.Click on the Additional Options button for any specific actions you want the bulk import to perform.

Bulk_User_Import_6.png

 

4. Select any desired additional options:

  • User Creation Behavior
    • Update existing users and create new users: check this if you want the bulk import to create accounts for records identified in the spreadsheet that do not currently exist in the system
    • Update existing users only: only update existing users but will not create any new accounts

  • Notification Emails
    • Send welcome email to new users: check this option if you want users that will get created by bulk import to receive a Welcome email
    • Send password reset to existing users: check this option if you want users that will get updated to receive password reset emails

5. Submit your import and the request will be processed shortly and should finish within a minute or so, depending on how many accounts are being updated.

 


Bulk User Import Technical Examples

Update Email and Username

To update the user’s Username and Email to new email, simply specify the new email under the email column.

Note: Prior to running the bulk import, if the user account’s username is the same as the email, then the update will change both the username and the email. Most user accounts have the same value for username and email, so this should work for most use cases. If the user account’s don’t have the same value for username and email, then there’s currently no way to update the username via User Bulk Import. This is the same behavior as Airship.

username email
alice@example.com alice.aberdeen@example.com
123456 bob@usa.example.com
  • Alice
    • Before: Username == Email
      • Username: alice@example.com
      • Email: alice@example.com
    • After:
      • Username: alice.aberdeen@example.com
      • Email: alice.aberdeen@example.com
  • Bob
    • Before: Username != Email
      • Username: 123456
      • Email: bob@example.com
    • After:
      • Username: 123456
      • Email: bob@usa.example.com

Group Memberships

Add User to Group - Single Group Column

username group:1
alice@example.com Sales
  • Alice will be added to group Sales

Add User to Group - Multiple Group Columns

username group:1 group:2
alice@example.com Sales  
bob@example.com Sales Marketing
  • Alice will be added to group Sales
    • Importer will ignore group:2 cell for Alice since it's blank
  • Bob will be added to both Sales and Marketing

Remove User from Group - Single Group Column

username removeGroup:1
alice@example.com Sales
  • Alice will be removed from group Sales

Remove User from Group - Multiple Group Columns

username removeGroup:1 removeGroup:2
alice@example.com Sales  
bob@example.com Sales Marketing
  • Alice will be removed from group Sales
    • Importer will ignore group:2 cell for Alice since it's blank
  • Bob will be removed from both Sales and Marketing

Privileges

Add Privilege to User - Single Privilege Column

username viewcontent
alice@example.com x
bob@example.com admin
  • Alice will be granted View Content - Only on items with "View Content"
  • Bob will be granted View Content - For All Items

Add Privilege to User - Multiple Privilege Columns

username viewcontent managesite
alice@example.com x x
bob@example.com admin  
  • Alice will be granted View Content - Only on items with "View Content" and Manage Site
  • Bob will be granted View Content - For All Items
    • Importer will ignore managesite cell for Bob since it’s blank

Remove Privilege from User - Single Column

username viewcontent
alice@example.com remove
  • Alice will revoke View Content

Add Privilege to User - Multiple Privilege Columns

username viewcontent managesite
alice@example.com remove remove
bob@example.com remove  
  • Alice will be granted View Content - Only on items with "View Content" and Manage Site
  • Bob will be granted View Content - For All Items
    • Importer will ignore managesite cell for Bob since it’s blank

 

Custom Attributes

Set Custom Attribute - Type: String

username title
alice@example.com President
  • Alice’s Title will be President

Set Custom Attribute - Type: String Array - Replace

username locations
alice@example.com Chicago,New York
  • Alice’s Locations will have 2 values Chicago and New York

Set Custom Attribute - Type: String Array - Add/Remove

username locations:Chicago
alice@example.com true
bob@example.com false
  • Chicago will be added to Alice’s Locations
  • Chicago will be removed from Bob’s Locations

User Deletion

username delete
alice@example.com true
  • Alice will be deleted

 

If you run into any issues, please contact support.

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