Downloading Template Files

Article Number:020149

Templates for the CSV file are available for adding user or department data in bulk.

Templates That Can Be Downloaded

  • Users
  • User available services
  • Departments
  • Departments to Which Users Belong
  • Job Titles
  • Groups (or Roles)
  • Static groups (or Roles) to Which Users Belong


  1. Click the gear-shaped menu button in the header.

  2. Click Users & System Administration.

  3. Click Import from File.
    Screenshot: "Import from File" is highlighted

  4. Select a template file to download in "Contents to Import".
    Screenshot: The "Contents to Import" box is displayed

  5. Select a character encoding.
    Screenshot: The "Character Encoding" box is displayed.

  6. For "Delimiter", select "Comma".

  7. Click Download CSV Template File.
    You can download a template file in CSV format. Screenshot: "Download CSV Template File" is highlighted