Administrators Import

The Administrators Import feature enables administrators to create or update administrator accounts in bulk by importing a spreadsheet workbook.

The import uses the same structure as the Administrators Export, allowing administrators to export existing accounts, edit them offline, and import the updated workbook back into Cloudi-Fi.

Permissions

The Import action is available to administrators with permission to create and manage administrator accounts.

Import Administrator Accounts

To import administrator accounts:

1. Navigate to Administrators > Accounts.
2. Click Import / Export.
3. Select Import.

Getting started

The import dialog provides two useful resources before importing a workbook.

• Documentation – Opens the Administrator Import documentation.
• Download template – Downloads the latest supported import template.

Using the latest template is recommended to ensure compatibility with the current platform version.

Select the workbook

Click Choose and select the workbook to import.

Supported formats are:

• .xlsx
• .xls
• .ods

After selecting a valid workbook, the Start button becomes available.

Update existing entries

The Update existing entries option determines how existing administrator accounts are handled.

Disabled (default)

Only new administrator accounts are created.

If an administrator account with the same email address already exists, the row is skipped and reported in the import summary.

Enabled

Existing administrator accounts are updated using the values contained in the workbook.

Administrator accounts that do not already exist are created.

Workbook structure

The workbook contains a single worksheet named Administrators.

Each row represents one administrator account.

The workbook contains the following columns.

Reference data

Several imported values reference configuration objects that already exist in the tenant.

These objects are not created during the import and must be configured before importing administrator accounts.

For example:

Before importing this administrator:

• Super Administrator must already exist as an Administrator Profile.
• Europe must already exist as an Administrator Group.
• France and Spain must already exist as Administrator Groups.
• EMEA and Support must already exist as Teams.

If any referenced object cannot be found, the corresponding administrator account is rejected and reported in the import summary.

Import validation

Before importing administrator accounts, Cloudi-Fi validates:

• supported workbook format;
• required worksheet;
• mandatory columns;
• email uniqueness;
• profile existence;
• main group existence;
• secondary group existence;
• team existence;
• duplicate administrator accounts within the workbook;
• data format and integrity.

Rows containing validation errors are skipped and reported in the import summary.

Import behavior

When an administrator account is successfully imported:

• a new administrator account is created, or
• an existing administrator account is updated when Update existing entries is enabled.

Only the fields provided in the workbook are processed.

Notes

• Always use the latest downloadable template.
• The email address uniquely identifies an administrator account.
• Profile, Main group, Secondary groups, and Teams must already exist before importing.
• Multiple values in the Secondary groups and Teams columns must follow the separator defined in the import template.
• Passwords are not imported. New administrator accounts receive the standard account activation workflow configured for the tenant.