Want to add, edit, or delete multiple users at once? You can easily do this by uploading a CSV file. Instead of manually entering each user, simply import them in a few clicks from a CSV file - saving time and reducing input errors.
- Prepare the file
- Upload the file
- Which actions are available?
- What happens if there's an error?
- Why use the CSV import?
1. Prepare the file
Download the recommended CSV template from Admin > Users > Upload CSV or from the end of this page. Fill in the user data using these columns:
1. Email – User’s email address
2. First name – First name
3. Last name – Last name
4. Status – active, inactive, deleted, provisioned
5. Role – admin, officeAdmin, manager, groupManager, user
6. Main office name – The name of the user's main office
💡 Status explained:
active = account is active
inactive = account is disabled
deleted = account is removed
provisioned = becomes active after first login
2. Upload the file
Log in to your deskbird Admin account and go to Admin > User settings. Click Upload CSV in the top-right corner and select your prepared file. The system will process the data and flag any issues.
3. Which actions are available?
- Add new users
- Update existing users
- Delete users (status deleted)
💡 All actions can be included in one single CSV import.
💡 No email invitation is sent when users are added via CSV upload.
4. What happens if there's an error?
If errors are detected, deskbird will show you the details. Follow the instructions, correct your file, and re-upload by repeating steps (1) and (2).
5. Why use the CSV import?
- Save time by importing in bulk
- Catch and correct inconsistencies faster
- Simplify user management for admins