How to Import Bulk Users from a CSV file into Bold BI Server

You can use the CSV user import feature in Bold BI Server to add multiple users at once. The CSV template and required fields vary depending on your Account Activation Mode and User Email settings.

This article explains how to import users in bulk and describes the requirements for each configuration.

Steps to Import Users from CSV

1. Go to the “Users” page.

• Sign in to Bold BI Server using a System Administrator account or any account that has the required Manage Users and Groups permission. Open the Users listing page, click on the “New User” drop-down and select “Import from CSV”.
  
  

2. Download the CSV template

• Click on the “Download Template” link. Once the template is downloaded, fill in user details in the CSV template.
  
  
  
  Based on your Account Activation Mode configuration on your site, your template may be as follows:
  • For “Account Activation Mode” set to “Automatic” and “User Email” set to “Not Required”
    
    
  • For “Account Activation Mode” set to “Automatic” and “User Email” set to “Required”
    
    
  • For “Account Activation Mode” set to “Email” and “User Email” set to “Required”
    
    

3. Enter user details in the CSV file

• Update the downloaded template with the required user information.
  Required field rules
  • Username is required for all users.
  • Full Name is required for all users.
  • Email Address is required only when User Email is set to Required.
  • Password is required when Account Activation Mode is set to Automatic.
• You can also include optional fields such as:
  • First Name
  • Last Name
  • Contact Number

4. Upload the CSV file

• Click Browse, select the completed CSV file, and then click Upload.
  
  

5. Click on the “Import Users” button. A job will be initiated in the background and users will get imported into your site,
   
   
   
   A confirmation dialog will appear as shown in the figure below. Users can check the import status by clicking on the “View Status” button in the confirmation dialog. This will take you to the Bulk Import Job Details page, where you can view the details of the current import job. Learn more about the Bulk Import Result page.
   
   
   
   
   

Verify the import

• After the job completes:
  • Confirm the imported users appear on the Users page.
  • If Account Activation Mode is set to Automatic, verify the imported users show as Active.

Important notes

• Users created with passwords in Bold BI Server are treated as local users.
• The import runs as a background job, so completion time depends on the number of users being imported.
• If any rows fail during import, review the Bulk Import Result page for details.

Additional References

• Manage Users in Bold BI
• Bulk Import Result
• Account Settings