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Importing Users

The Users Uploader lets you bulk create or update user accounts in Uncountable by uploading a formatted .xlsx file. This is useful when onboarding a new team, provisioning users across multiple groups, or updating account details in bulk.

Example file: Users Uploader template


Preparing your file

Your file must be a .xlsx spreadsheet. The first row must contain column headers using the exact field reference names listed in the table below. Each subsequent row represents one user.

Column reference

ColumnRequiredDescription
nameYes (create only)Display name used to identify the user. Replace with id when updating existing users.
emailYes (create only)The user’s email address.
firstNameNoFirst name.
lastNameNoLast name.
activeNoSet to true or false to control account status.
licenseIdNoID of the license entity to assign to this user.
userGroupsForUserVirtualNoSemicolon-delimited list of user group IDs (e.g. grp_001;grp_002).
available_in_portalNoSet to true or false to control portal access.
ref_nameNoA slug identifier for the user (e.g. alice_johnson).

Note: Column headers are case-sensitive and must match the reference names above exactly.

Creating new users

To create new users, your file must include at minimum a name column and an email column. All other columns are optional and can be omitted or left blank.

Example (minimal)

nameemail
Alice Johnsonalice.johnson@example.com
Bob Smithbob.smith@example.com

Example (full)

nameemailfirstNamelastNameactivelicenseIduserGroupsForUserVirtualavailable_in_portalref_name
Alice Johnsonalice.johnson@example.comAliceJohnsontruelic_001grp_001;grp_002truealice_johnson
Bob Smithbob.smith@example.comBobSmithtruelic_001grp_001falsebob_smith

Updating existing users

To update users who already exist in Uncountable, replace the name column with id. The id value should be the user’s entity ID (visible in the user’s record URL or via the platform API).

Example (update)

idemailactive
usr_abc123alice.new@example.comtrue
usr_def456bob.smith@example.comfalse

You can include any combination of optional columns alongside id — only the columns present in your file will be updated.

Running the upload

  1. Navigate to Admin → Users in the Uncountable platform.
  2. Click Import and select Users Uploader.
  3. Upload your .xlsx file.
  4. Review the preview to confirm the rows and column mappings look correct.
  5. Click Confirm to execute the import.

Any rows with errors (e.g. missing required fields, invalid boolean values) will be flagged in the results summary. Successfully processed rows are applied immediately.

Troubleshooting

The upload fails with a column not recognized error

Double-check that your header row uses the exact field reference names listed above. Headers are case-sensitive — email will work but Email will not.

Boolean fields are not being applied

Use lowercase true or false in boolean columns (active, available_in_portal). Other formats such as TRUE, 1, or Yes may not be recognized.

Group assignments are not saving

Confirm that the group IDs in userGroupsForUserVirtual are valid and separated by semicolons with no spaces (e.g. grp_001;grp_002, not grp_001, grp_002).

I want to update users but the names are not matching

Use the id-based update approach instead of name. Matching by name is only used for new user creation and is sensitive to exact spelling.

Updated on June 10, 2026

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