Administration
Import users CSV
Create multiple users at once by uploading a CSV file. Compatible with own templates, Microsoft 365, Google Workspace and Sesame HR.
Access: Admin · Company Admin
How to access
Go to Administration → Users.
Click the Import users button in the page header.
Required columns
nombre / first_name / Given Name — Employee first name.
apellido / last_name / Family Name — Employee last name.
email / e-mail address / E-mail 1 - Value — Corporate email. Required for login.
Optional columns
username — Platform and Windows username. Auto-generated as firstname.lastname if not provided. Also used to link the agent to the employee.
puesto / job_title / Organization 1 - Title — Employee job title.
departamento / department — Department name. It must exactly match an existing one; otherwise, the user will be created without a department
sección / subdepartment — Section name within the department.
manager_email — Email of the assigned manager. Must be a user with the Manager role.
Compatible formats
The importer automatically detects the separator (comma or semicolon) and normalises headers for these formats:
Own template — downloadable from the import modal itself.
Microsoft 365 / Outlook — contact export from the corporate directory.
Google Workspace — user export from the admin console.
Sesame HR — employee export from the platform.
Import process
1
Upload file
Drag your CSV to the upload area or click to browse. The system detects the separator and validates the headers.
2
Preview
A table is shown with each row and its status: valid, duplicate or error. Rows with errors are skipped — the rest are imported.
3
Result
Final summary with the number of users created, duplicates skipped and errors. Each created user receives a welcome email with a link to set their password.
Row statuses
Each CSV row can have one of these three statuses in the result:
Created — user created successfully. Will receive an activation email.
Duplicate — email already exists in the platform. Row is skipped without error.
Error — a required field is missing or there is a duplicate email within the CSV itself.
Names in all caps (FRANCISCO MANUEL) are automatically converted to title case (Francisco Manuel). Passwords are securely generated and never sent in plain text.
The username field from the CSV is directly assigned as the employee's Windows Username. This is the value the agent uses to identify the employee. Make sure it matches the actual machine username (e.g. alopez).
To activate access for imported users: on the Users page, enable Selection mode, check the newly imported users and use the bulk action Reset passwords. Each user will receive an email with a link that takes them to a page where they can set their own password.