Import Users from CSV Files
From Symbol Security you can easily update or add users to your list by uploading a CSV file. If you have your users in a spreadsheet, simply save that sheet as a CSV file using a spreadsheet application like Microsoft Excel or Google Sheets. Most database systems also allow you to export lists as a CSV files.
Attach Your File
By going to the "Users" section, click on the three dots icon at the top-right side of the screen and select the option "Import CSV". By selecting this option you will be redirected to a new screen where you can either drag and drop the CSV file or click the box to browse for the file you want. On this screen you also need to select if you want to add new users only or if you want to update/replace your current list.
Once the file has been uploaded, Symbol will validate it automatically and will start processing your information.
Your CSV could have as many columns as you want. But Symbol will only import the following:
- First Name
- Last Name
- Email Address
- Title (Accountant, Seller, Developer, etc...).
- Categories (Department or Employee Group. e.g: Design Team, Development, Financial, etc..)
Mapping CSV Headers
After attaching your CSV successfully, it's time to match your CSV headers with Symbol headers. Symbol will parse the headers and match them automatically but you'll need to confirm if they are matching correctly.
If any of the columns in your CSV doesn't match with Symbol headers, you can mark them as "None", and Symbol will parse that column as empty.
After confirming that all headers are matching correctly, click on "Continue" and Symbol will start processing your information (It will take some time depending on the quantity of users added).
Validate Your List
Once the information has been processed, Symbol will show the list of all users found in the CSV file. From this view you can: Edit or Remove any of them or even add more if you want. There is also an option to edit current users in your roster, but this option will only be visible if you selected the option "Update/Replace Roster" when uploading the CSV.
Remember: Symbol will skip users that already exist on your roster and don't have any updates.
Once you have finished editing your users, just click on the "Save Users" button and it will save all users in your list.