Bulk User Import via CSV
Import many users at once using the CSV template, avoid common formatting mistakes, and review the results after upload.
Onboarding a new facility often means adding dozens of staff accounts at once, and creating each one by hand quickly becomes tedious. The bulk CSV import in Settings > Users & Roles > Import is built for exactly this situation.
Start by downloading the CSV template from the import screen rather than building your own file from scratch, since column order and header names must match exactly. The template includes columns for full name, email, role, and department, with email and role marked as required.
A few mistakes come up often: extra spaces inside email addresses, role names that don't exactly match an existing role in your tenant, and duplicate rows for the same email address. Atlas validates the file before importing anything, so fix any flagged rows in your spreadsheet and re-upload rather than editing individual cells in the browser.
Once the file passes validation, click Import and wait for the results screen, which lists every row as succeeded, skipped, or failed, with a reason for each failure. Download this results report and keep it for your records, since it's the fastest way to confirm every intended user actually received an invitation email.
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