Troubleshooting Bulk User Import Issues in SOTI Identity

During bulk importation of users into SOTI Identity, *.csv import files that do not meet specific formatting requirements may cause errors or result in unsuccessful imports.

• Bulk import fails with error messages
• Users are not created in the system

• Avoid additional characters such as quotes (") in the *.csv file
• Ensure there are no white spaces between commas for entries 
• Include passwords of at least 6 characters if required
• Do not delete any default fields. If a field is not required, leave it blank by placing a comma to move to the next field.

CSV example: 

Note: Ensure you are using a text editor such as Notepad

First Name (Mandatory),Last Name (Mandatory),Email,Username,Manager's Email,Phone Number,Job Title,Identity Account Administrator (Yes/No),SOTI Identity Group (Mandatory - Separate multiple entries with `;`),Staged (Y/N),Password,Reset password on First login (Y/N),Comment
First,Last,First.Last@soti.net,,,,,No,Bulk Group,N,123456,Y,Test

• Excel/Spreadsheet

Some of the common causes for the *.csv file failing to import.

• Incorrect formatting of the *.csv file, including extraneous characters or spacing.
• Failure to meet password length requirements when included in the import file.
• The Job Title has white spaces or special characters included in the value
• No email was provided when 'Yes' is the value for 'Identity Administrator
• The managers email provided is for a user that does not exist in SOTI Identity users

1. Download the CSV Template from SOTI Identity

2. Open the *.csv file in a text editor or spreadsheet application.

3. Remove any instances of quotation marks (").

4. Ensure that there are no white spaces between commas. Each entry should be formatted like this: firstname,lastname,email (see more examples above).

5. If including passwords, verify that they contain at least 6 characters.

6. Save the revised *.csv file.

7. Attempt the bulk import again in SOTI Identity