How to Import Users into Sortana Using a CSV File

Step 1: Navigate to User Import

Go to System Management > Import & Export > User Import.

Step 2: Upload Your CSV File

• Click Create New User Import Mapping.
• Upload your CSV file containing user data with headers.
• The system will load your headers into a mapping table.

Step 3: Create and Name Your Mapping Template

• Give your mapping template a name.
• You can save and reuse this template for future imports.

Step 4: Set a Default User Role

• Select a Default User Role.
• This role will be applied to all imported users in your CSV file.

Step 5: Map CSV Headers to Sortana Fields

• Use the dropdown menus to map each CSV header to the corresponding Sortana user field.

Step 6: Save and Upload

• Once mapping is complete, save the template.
• Upload your CSV file to start the import.

Tip

The Username field acts as the update key. If a username already exists, the system will update that user instead of creating a new one.