Upload users in CSV file

Lifecycle Insights allows users to be uploaded into a company site via CSV file.


Possible use cases: 

- track and compare users as they exist in other systems such as AD

- compare supported users that you bill for in your contract


Imported User List csv files will map the following data fields, First Name, Last Name, Email Address, and Contact Type only


Navigate to Data Manager from the vCIO navigation menu, then select the Import Users tile




Use the drop-down selectors to confirm company, choose a default location if desired and create or select a source (Note: you cannot choose the source from your PSA integration -ie. if your users are being pulled from Autotask, you cannot choose that source)


Click Choose File to select the csv file to upload from the explorer pop up window.




Click Load and Map Columns button to use the field mapping table to map first name, last name, email address, and contact type and choose to load.


Click the Start Over button to reset the mappings, click the Import Data button when you have set all of your field mappings.

This will import the user list into the specified company. 



Here is a quick video walkthrough. Upload users via csv