Bulk User Uploads

Enter multiple users quickly and conveniently in the Bulk Add Users screen:

1. Click Users → Bulk Add to open the entry page
2. Fill in & Submit the Form (A-D):
   • A. Enter your Email Addresses
   • B. Submit Display Names (optional)
   • C. Select Groups from the drop down list (optional)
     • Multiple Groups are allowed
     • Leave blank for None
   • D. Pick Roles from the drop down list (optional)
     • Multiple Roles are allowed
     • Leave blank for None
3. Click Invite # users

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Upload a CSV → for Lightspeed Entry

Use a CSV file to conveniently upload ever-larger batches of Users.

CSV (Comma-Separated Values) is a universal spreadsheet format, readable by virtually any application that handles data — including Microsoft Excel, Google Sheets, SwitchBase, database tools, and countless others. It travels cleanly across platforms, making it the common denominator of data sharing.

Set Up your CSV Spreadsheet

• You MUST include these four Column Headers:

• Here's a sample of what to create in Google Sheets, Microsoft Excel, Apple Numbers, LibreOffice Calc, etc.

• Enter in your Users' Email Addresses, Display Names, Groups & Roles:

  

  • A. Enter your Email Addresses in column A
  • B. Submit Display Names in column B (optional)
  • C. Enter their Groups in column C (optional)
    • Separate multiple Groups with a ; → ex. Guest Services; Custodial
    • Leave blank for None
  • D. Pick Roles from the drop down list (optional)
    • Separate multiple Roles with a ; → ex. Create DMs; Personnel Manager
    • Leave blank for None

Don't Know a Display Name?

• No worries. If you don't include a Display Name . . .
  • The email's username (aka mailbox name) will auto-generate in the field
    • For example:

Need to Update a Display Name?

• Later on, you may wish to change the name
• Visit Change a User's Display Name and learn how

Export as CSV

• Google Sheets:

  • File → Download → Comma-separated values (.csv)

  

• Microsoft Excel:

  • File → Save As → choose CSV (Comma delimited) (.csv) from the format dropdown → Save

• Apple Numbers:

  • File → Export To → CSV → Next → Save

• LibreOffice Calc:

  • File → Save As → choose Text CSV (.csv) from the format dropdown → Keep Current Format → OK

Only the Active Sheet's Raw Values are Exported

• Formatting, formulas, and multiple tabs don't carry over
• The CSV captures raw data values only → which is exactly what makes CSV files so portable and easy to share.

Upload to SwitchBase

1. Click Upload CSV

   

2. Select your downloaded CSV file

   

3. Pick Invite # Users and job done!

4. Inspect your Pending Invitations on the Users Page:

   • Each User is sent their Invitations and are pre-assigned to their Groups and Roles

   

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Troubleshoot your Spreadsheet

Fix Group and Role Naming Errors

• Group and Role name mismatches are flagged in orange in the Status column

• Look up the Group or Role names. See:

  • Groups, Users & Resources
  • Users & Roles

• Return to your CSV file and adjust the name accordingly

We shouldn't tell you this, but . . .

• If you have a cumbersome Group or Role name currently in SwitchBase, you can:
  • Rename the Group or Role first before uploading your CSV file with your newly updated name
  • Group and Role names for all existing users will be updated - so no worries there
• Don't tell anyone we told you this

Deal with Duplicates

• SwitchBase doesn't allow duplicate Email addresses

• Click X to remove them from your list (or simply click Cancel)

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