Bulk upload guide and checker

Where there are a large number of users to add as a batch, for example at point of go-live, it can be tedious to do this line by line within the admin application. For this reason, we offer a bulk upload process where a large number of users (20+) can be created from a CSV file sent to our support team.

This guide provides the template file, preparation guidance, and a checker to confirm that the file passes validation and is ready to be sent to the support team.

A bulk upload that has been through the process below, and passes the checker, is usually processed within 1 working day of being received. If you need the accounts sooner than that, you should add the users within the admin application instead.

Step 1: Download and complete the template

Download the blank CSV template and add one row per user. Our managing user accounts guide explains what each column means and what’s expected in it.

Step 2: Save as a CSV and check it

Save the completed file as a .csv, then upload it to the checker below. It validates the file in your browser, so nothing is sent anywhere at this stage. Fix anything flagged and re-check until it passes.