Article Summary
Bulk import users to AutoRFP using an Excel or CSV file with required columns (firstname, lastname, email, role, jobtitle, team). The system automatically creates users, assigns roles, and sends invitations to all users in the file.
Estimated Time
~ 5-7 minutes depending on team size
Prerequisites
Administrator permissions
User data organized in Excel or CSV format
AutoRFP import template
Understanding of role types and team structure
Step-by-Step Instructions
Step 1: Download the Import Template
Navigate to your Organizational Settings > Users.
Select Bulk Import Users
Download the file in the popup modal (the file template can also be found at the bottom of this article)
Step 2: Prepare Your Import File
Add user data with the following required columns:
Required Columns (case-sensitive):
firstname: User's first name
lastname: User's last name
email: User's email address
role: Must be
admin,contentmanager, oruser(default isuser)jobtitle: Job title to display in user's profile
team: Team name or department
📝 Important Note
Column headers are case-sensitive—use exact labels as shown
For Excel files with multiple sheets, rename the import sheet to "Users" or ensure it's the first sheet
Columns not in the template will be ignored during import
All fields should be completed for each user
Step 3: Fill in User Data
Open the template file.
Add one row per user.
Complete all columns for each user.
Verify email addresses are correct.
Ensure role values are spelled exactly:
admin,contentmanager, oruser.Save the file.
Step 4: Import the File
Navigate to Organizational Settings > Users.
Click Add User.
Select Import Users.
Click Add File and select your prepared import file.
Click Import.
Step 5: Verify Import Results
System processes the file and creates user accounts.
Review the user list to confirm all users were imported.
Check that roles and teams were assigned correctly.
Users appear with "Invite Sent" status.
Step 6: Monitor User Activation
Imported users receive email invitations immediately.
User status changes from "Invite Sent" to "Active" after they accept invitation and log in.
Monitor activation progress in the Users list.
💡 Tips & Best Practices
Use the official AutoRFP template to avoid formatting errors
Verify all email addresses before importing - typos prevent invitations
Use lowercase for role values:
admin,contentmanager,user
✋🏼 Common Mistakes to Avoid
Modifying column headers. AutoRFP won't recognize columns with different names
Using incorrect role values (e.g., "administrator" instead of "admin") - causes import errors
Missing required fields for users - incomplete rows fail to import
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en