Import users from a CSV file in Bold Reports®

Bold Reports® On-Premises Edition lets you add a large number of users at once from a CSV file. Download the CSV template file, add the users to it, and then import the file.

How do I open the user management page?

You open the Bold Reports® user management page by clicking the User menu.

Import from CSV - Navigation

Add users from the CSV file

To start a CSV import in Bold Reports®, click Import from csv in New User.

Import from CSV - Goto Import CSV users page

What are the CSV template requirements?

The first row in the Bold Reports® 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:

How do I import users with the CSV template?

Follow these steps to add users to Bold Reports® using the CSV template:

  1. Download a CSV template.

    Import from CSV - Download CSV template

  2. Add users in the CSV file.

    Import from CSV - Add users into CSV file

  3. Save the CSV file and upload it.

    Import from CSV - Upload CSV file

  4. Review the user details. Once the file is uploaded, the user details are displayed in the grid, as shown in the image below.

    Import from CSV - User detail in grid

  5. Import the users. After importing users in Bold Reports®, the success message is displayed:

    Import from CSV - Success Message

Frequently asked questions

Is the email address always required in the CSV file?

No. The email address is mandatory only in the Bold Reports® Email required mode.

When is the password column required?

The password column is mandatory only in the Bold Reports® Automatic activation mode.

See also