Bulk Inviting Users

In the event that you want to invite a large number of users at the same time, you can use the bulk importer, found in the Imports area.



Before you begin

Maximum file size

The maximum allowable file size for each source import file is 200MB. If the source file exceeds that, we recommend splitting up the data into smaller files for final import(s).


Using the provided import template

A generic CSV import template can be found with the Iluminai platform to assist with loading Users.

It is located within the Imports → New Import screen as shown below.

The Imports > New Import screen with the Imports Templates section on the right side, highlighting the Users Import Template

Supported import file formats

Only CSV file types are permitted for upload onto the Iluminai platform.


Performing a new import

The following steps will guide you through importing users into your account on the Iluminai platform.

  1. Within the Iluminai platform, on the left hand side of the screen in the vertical menu bar, navigate down to the Imports area as highlighted in the following image
The Home screen highlighting the Imports icon on the side bar
  1. Click on the New Import button in the top-right
The Imports screen highlighting the New Import button
  1. From the Type dropdown, select Users (CSV)
  2. In the File selection, click Choose File, and upload your CSV File
  3. Click Save to begin uploading the file and start the import process
The Imports > New Import screen highlighting the Type and Choose File fields

Validation errors on initial upload

If there were any issues related to the upload of the file, such as an invalid or unsupported file types, they will be displayed immediately.


Confirming the import and viewing results

Once the import has begun, click into the row of the Imports list representing the import of interest. In the example below, the Iluminai platform has been able to import all rows of the provided CSV.

An Import showing all records processed successfully with a status of Completed - Success

Status types

The following Status types will be displayed depending on the outcome of the import and any row-by-row data validations which may occur.

  • Completed - Success
    • This status is displayed with all records from the source import file provided were imported successfully.
  • Completed - Partial
    • This status is displayed when one or more validation errors occurred during import. Review the Errors section and address each error which occurred on the source sheet and perform another import.
  • Completed - Nothing to Import
    • This status is displayed when the import file did not contain any rows of data to import.
  • Error - Parsing
    • This status is displayed when the provided source import file could not be read. You can attempt to reimport the same file as well as re-run the generated export if using a third party system. Verify that the provided CSV file can be opened by Excel (Office) or Numbers (MacOS).  If problems persists, please reach out to Iluminai support for assistance.
  • Error - Unknown
    • This status is displayed when an unknown error occurs - in such cases please reach out to Iluminai support for assistance.
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