Keeping the user base up to date is one of the most important tasks of administrators. User Import and Sync provides you the ability to do it from the Studio in an efficient manner using CSV files.
If you are new to the user import and sync using CSV files, Staffbase recommends starting with a test that includes only a few users before attempting your first complete import. Even if you are familiar with the process, Staffbase recommends planning the CSV file imports properly to avoid making accidental updates to your user base. If you need more information on CSV files and how to use them for user management, see examples.
Overview of the Import Process
- Upload a CSV file
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Configure a CSV import
- Configure the settings
- Configure the mapping
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Review the CSV Import
- View the preview
- Edit the settings
- Edit the mapping
- Import a CSV file
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