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Imports (bulk import)

Instead of creating and updating users or launching events for users one-by-one, you can use the imports feature to do it in bulk.

The imports feature uses an import tool (wizard) to guide you through the import process. It is an optional feature. It is available if your administrator turns on the Enable Imports setting, and you are on a team that has the Bulk Imports privilege.

Note: After this functionality is turned on, it takes 24 hours for imports to synch data.

In this section

Imports List page

Start a bulk import

Step 1: Create and download an import template

Step 2: Complete the import template

Step 3: Upload the file

Step 4: Review (validate) records

Step 5: Confirm and process