When importing users via CSV, you must select an import type that determines how the data in your file is applied to users in the platform. Choosing the correct import type is important, as some import types can update, deactivate, or delete existing users.
This article describes the available import options and how they affect user data.
There are two types of imports:
Update
This import type updates only the users included in the CSV file. All other users in the platform remain unchanged. This import type is also known as a delta import.
How the Update Import Type Works
Only the users listed in the file are created or updated. Users not included are not affected. To offboard users with this option, you must include an account status column in your CSV file.
When to Use Update Import Type
Use this option for incremental updates when you want to modify specific users without impacting the rest of the user base.
Overwrite All
Applies the CSV data across the platform and can also affect users who are not included in the file. This option is designed for full synchronization.
This import type has two options, based on how you want to apply the changes:
All Users in the System
Updates users from the CSV file and removes all users not included in it. This fully synchronizes the platform with the CSV file.
Only Users Created via CSV Import
Updates users from the CSV file and removes only those users that were originally created through CSV import and are not included in the current sync. Users created through other methods, such as manual creation or SCIM, are not removed.
How the Overwrite All Import Type Works
Users included in the CSV file are updated. Depending on the selected setting, users not included in the file may be deactivated or deleted.
When to Use Overwrite All Import Type
Use this option when you want to synchronize the whole platform with your CSV file, especially if user management is handled through CSV imports or when you need control over which users are affected.
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