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Enhancements to CSV User Import in Bold BI

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Bold BI has enhanced the existing CSV user import feature, allowing administrators to add custom attributes while importing users. This article outlines the new capabilities for including custom attributes in the CSV import process.

Steps to Adding Attributes During User Import

In addition to the standard user details such as Username, Email, Display Name, and Password, administrators can now include custom attributes for each user in the CSV template.

Attribute Column Format

When adding attributes to the CSV template, please adhere to the following guidelines:

  • Column Naming: Attribute column names must start with the word “Attribute”.
  • Naming Convention: After “Attribute”, any combination of characters or numbers can be used (e.g., Attribute1, AttributeA, AttributeCustom).
  • Key-Value Format: Each attribute should follow the key=value format (e.g., role=admin, department=sales).

A maximum of 10 custom attributes can be added for each user during import. Duplicate attributes will be added only once.

Example CSV Format with Attributes

Here is an example of how the CSV format should look when including custom attributes:

UserName Email DisplayName Password AttributeRole AttributeDept
testuser@boldbi.com testuser@boldbi.com Test User Test@12345 role=Admin department=sales

Conclusion

After updating the CSV template with user details and custom attributes, follow the steps outlined in the article How can I import bulk users from a CSV file into Bold BI from Step 3 onward to complete the import process.

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Written by Kothwala Dorairaj Kothwala Subbaiah
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