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Bulk Upload Agents via CSV

Use our CSV template to create a list that you can use to import agents in bulk.

Import CSV

The CSV is treated as the absolute correct source. If you have agents already in the system and
in the CSV file, the following will happen:

  • The existing user will be updated to match the CSV file
  • A user present in the system will NOT be deleted if they are not present in the CSV
  • Any tags present in the CSV will be added to your company
  • Tags will not be removed from your company (but will be removed from users [if required] if
    they are being updated)
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