Importing User Information

You can prepare your user information records in spreadsheets and then upload them using the Salesforce Data Loader or Data Import wizard.

Tip: If you are assigning user management templates to your user information records, we recommend you upload this data in a separate spreadsheet once you have successfully uploaded your user information records.

See the Salesforce Help for more information about the methods that you can use to upload data to your org. Once you have uploaded or updated existing user information records you can then create Salesforce users for them by running the Apply User Information job.

Notes:
An upload file must be a .CSV file.
To update, activate, or deactivate existing users, the file must contain the Salesforce ID of the user in the Salesforce User column.
Each Username in the file must be unique.
You must select the User Information data type from the Custom Objects tab to import User Information.

Here is a description of the Information required in the User Information CSV import file.

Key: * – Mandatory field

Column Header		Data
Alias		Alias of the Salesforce User to be created or updated.
Email	*	Email address of the Salesforce User to be created or updated.
First Name		First Name of the Salesforce User to be created or updated.
Last Name	*	Last Name of the Salesforce User to be created or updated.
Profile Name	*	Name of the Profile to be applied to the Salesforce User.
Status	*	The status of the information to be applied to the Salesforce User. Set a Pending status on records that you want to be processed by the Apply User Information scheduled job. For example, to create (and activate) the user, set the user information record status to "Pending Create".
Username	*	Salesforce username for the user. This must be in the form of an email address. For example, john@acme.com.

Here is a description of the Information required in the Assignment Data CSV import file. Create this if you are assigning user management templates to user information records, with one row per template to be assigned.

Column Header		Data
Status	*	The status of the information to be applied to the Salesforce User.
Template Name	*	The template assigned to the User Information.
Username	*	Salesforce username for the user. This must be in the form of an email address. For example, john@acme.com.