As an MSP Admin, you can add many users to a client's account at once from a CSV file. Jatheon Cloud creates an account for each user in the file, up to 500 users per file.

Prepare the CSV file

The first row of your CSV file holds the column names, and each row after it is one user. Every user needs an email address, a first name and a last name. You can also add a phone number and a job title. Enter phone numbers with the country code, for example +12025550147.

To start from our template, click Download CSV Template in the Import Users window. It has the columns email, first_name, last_name, phone_number and job_title.

Import the users

1. Go to the Users section.
2. Click Select a Client and choose the client. You can type in Filter list... to find it.

3. Click Import.
4. In the Import Users window, click Choose CSV and select your file.

The Choose Mapping Fields window shows each Column from your file, with a Preview of its first value. To pick a different file, click Browse.

5. Under Mapping, select the matching field for each column: Email, First name, Last name, Phone number or Job title. Email, First name and Last name are required.
6. To send the new users an email inviting them to set up their accounts, turn on Activate new successfully added users. Leave it off to activate them later.
7. Click Upload and Import.

You'll see a confirmation message: CSV import successfully initiated. You will get an email once it's completed. To see the newly imported users, please reload the page.

The import runs in the background. Reload the page and select the client again to see the new users in the list. Unless you turned on Activate new successfully added users, they're Inactive, with the User role.

If the upload doesn't go through, you'll see Upload Failed! Please Try Again. Click Choose CSV to try again.

If you're an Account Admin, see How to Import Users from a CSV File in Jatheon Cloud.

Related articles

• How to Manage a Client's Users as an MSP Admin
• How to Use Jatheon Cloud as an MSP Admin

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