Importing viewer users from a CSV file
This article will show you how to import viewer users from a CSV file. This can be helpful if you are migrating a lot of users from a different system.
Prepare your csv file so that the columns are in the format FirstName, LastName, Login, Password, Email, Group. The group and email fields are optional. You can prepare the file in a program such as Excel or Numbers or most database programs.
IMPORTANT: You must export the file as a CSV file. You cannot import a .xls file.
This is an example of the CSV format for importing reader users who will be logging in through ScreenSteps.
This is an example of the CSV format that is used for importing users that will be logging in through an external system (using Single Sign-on).
The RemoteUser heading column is required.
Go to Account Settings
Click on Users > Import Users
Choose a file (the csv file that you exported) and then select Upload. Your users will be imported. If you included an email address then they will be sent an email notification of their new account.