Atlas HR | Feature Overview

kiramarkey
5 hours ago
2 min read

Feature Overview: Bulk User Import Tool

Audience:

Site Administrators, Implementation, Support, Customer Success

Purpose:

The Bulk User Import Tool allows site administrators to create or updates multiple user accounts at once using a CSV upload. This feature is designed to reduce manual data entry and support faster onboarding for large teams.

Key Capabilities:

Create or update up to 500 user records per site
Map custom fields to user records (e.g., Department, Subsidiary)
Auto-detect duplicates and flag before processing
Validate fields (email, phone) before processing to ensure consistency
Auto-load records to CRM upon successful processing
Generate a processing report summarizing successes, warnings, and errors

Requirements:

Must be loaded by a Site Admin (customer), or Atlas Admin (Implementation, Support, etc.)
Data must be loaded in CSV file format
Unique email address for each user

Workflow:

Navigate to Admin > User Management > Bulk Import
Download CSV Import Template
Populate required fields (First Name, Last Name, Email, User Type)
1. Existing users will be pre-populated on the template and attributes can be adjusted here as needed
Save CSV to computer
1. Recommended naming convention: UserImport_SiteURL_Date
Within User Management > Bulk Import, upload completed CSV
Review the Validation Report
Resolve any conflicts or errors if applicable
Click Confirm Import button to begin processing

Validation Rules:

Previously suspended users will fail validation and must be added manually (see Add New User)
Roles must exactly match existing system roles available to customer users (Site Admin, Regular User, Restricted User)
Internal system roles can not be added via bulk import (Atlas Admin, Super Admin)

Common Errors:

Duplicate Email: email is listed twice on the import file
Invalid Role: name does not match system-defined role available to customer users
Invalid Headers: column headers do not match template