Import Users

Import Users enables a system administrator to perform a bulk create or invite by importing a valid comma-separated values (.csv) file of user properties.

The bulk import process creates users but does not assign a default security group in OneStream. Additional security group maintenance in the OneStream System > Administration > Security tab is necessary to finalize the new user’s access.

Create Users Import Format

The format for Create Users is a 4-column, .csv file with the following fields:

  • Name

  • Username

  • Email

  • OneStream User

The OneStream User column determines if a user is added as a OneStream user or an Azure-only user.

  • A True or Yes response designates them as a OneStream and Azure user.

  • A False or No response designates them as an Azure-only user.

IMPORTANT: Do not add column headers to the .csv files. Headers will cause an import to fail.

Example Create User

OneStream and Azure User
Copy 
Name,Username,Email,OneStream User
John Doe,jdoe,jdoe@mycompany.com,True
John Doe,jdoe,jdoe@mycompany.com,Yes
Azure-only User
Copy 
Name,Username,Email,OneStream User
John Doe,jdoe,jdoe@mycompany.com,False
John Doe,jdoe,jdoe@mycompany.com,No

Invite Users Import Format

The format for Invite Users is a 3-column, .csv file with the following fields:

  • Username

  • Email

  • OneStream User

The OneStream User column determines if a user is added as a OneStream user or an Azure-only user.

  • A True or Yes response designates them as a OneStream and Azure user.

  • A False or No response designates them as an Azure-only user.

IMPORTANT: Do not add column headers to the .csv files. Headers will cause an import to fail.

Example Invite User

Copy 
Username,Email,OneStream User
mdoe,mdoe@mycompany.com,True
mdoe,mdoe@mycompany.com,Yes

Import a Create/Invite User File

  1. On the User Management Console page, click Import.

  2. In the Import Users dialog box, use the Import Type drop-down list to select Create Users or Invite Users. Click the Import button.

  3. Navigate to the location of the file and click Open. The Import Users process runs a data management job for the imported users. This job will run as a background task that can be monitored from the Task Activity screen.