How do I add users from a CSV file in Cloud Reporting?

To add a large number of users to Bold Reports® Cloud at once, download the CSV template file, add the users to it, and then import the file.

You can navigate to the user management page by clicking the User menu.

Import from CSV - Navigation

Who can import users from a CSV file

Only members of the System Administrator group can add users. You need to be in this group to import users from a CSV file.

How to open the CSV import page

Open the user management page, click New User, and then select Import from csv to open the Import Users page.

Import from CSV - Goto Import CSV users page

CSV template requirements

The CSV template needs two columns, Email address and Full Name, with column headings in the first row and user data from the second row onward.

The first row in the CSV template represents the column heading. Bold Reports® assumes that the data starting from the second line in the file represents the user information.

The following columns are mandatory in the downloaded CSV file.

  • Email address
  • Full Name

Follow these steps to add users using the CSV template:

  1. On the Import Users page, click Download Template to download the CSV template.

    Import from CSV - Download CSV template

  2. In the CSV file, enter each user’s email address and full name on a separate row.

    Import from CSV - Add users into CSV file

  3. Save the CSV file, click … to browse to it, and then click Upload.

    Import from CSV - Upload CSV file

  4. Review the user details that Bold Reports® displays in the grid after the upload.

    Import from CSV - User detail in grid

  5. Click Import Users to import the users. After the import completes, Bold Reports® displays a success message:

    Import from CSV - Success Message

Frequently asked questions

Which columns are required in the CSV file?

The CSV template requires two columns: Email address and Full Name. The first row holds the column headings, and user data is read from the second row onward.

Where do I find the CSV import option?

On the user management page, click New User and then Import from csv. You can download the CSV template from that page.

Can I import users from other sources?

Yes. You can also import users from Microsoft Entra ID (formerly Azure Active Directory) or from an existing database. See Import Users.