ISMS.online offers a data import service for many work areas, including the ability to bulk import users into the platform.
Before You Start
A few important points to note:
- Processing time: We work to a 5 working day SLA for data changes. If you need your import to go live on a specific date, please let us know in advance.
- Minimum volume: We cannot process imports with fewer than 10 users.
- File format: Your file must remain in .csv format, which is supported by all major spreadsheet tools.
- Template integrity: Keep the template structure unchanged — do not move columns or alter headers — so we can process it without delays.
User Import Specifics
- Organisation Admins: Place an X in the relevant column for users who should have Organisation Administrator rights. Leave the column blank for standard users.
- Large imports: If you are importing more than 100 users, we recommend setting up Single Sign-On (SSO). This streamlines onboarding and role assignment.
- Roles and permissions: The importer does not set user roles or work area access. For automated provisioning, set up SSO before adding users.
- New User Templates (NUTs): With SSO enabled, you can use New User Templates to automatically assign roles and work area access when a new user signs in via SSO for the first time. (This applies to new users only, not existing ones.)
How to Import Users
- Download the template for creating a User
- Add each user as a new row in the template.
- Ensure all email addresses are valid so users receive their welcome email.
- Send the completed fileto our team via:
- Email: support@isms.online
- Live chat within ISMS.online