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Create User Lists & Bulk Import Users

After creating a list in Business App, you can import users via CSV file. User lists make it easy to import, view, and manage large lists of users at once.

How to import users via CSV​

Step 1: Select "import users" (CSV)​

From your list page, select the "Import users" (CSV) button to open the import modal.

Import users step 1

Step 2: Download the CSV template​

If this is your first time importing users, download the CSV template to ensure you have the correct formatting. You can also use a previously exported user list as a template.

Import users step 2

Step 3: Fill out the CSV template​

Open the template in a spreadsheet program like Excel or Google Sheets and fill in the required fields:

  • email: The user's email address (required)
  • first_name: User's first name
  • last_name: User's last name
  • job_title: User's position or job title
  • department: User's department
  • address: User's physical address
  • city: User's city
  • region: User's state/province
  • country: User's country
  • postal_code: User's zip/postal code
  • phone: User's phone number

Only the email is required, but adding additional information will help you better segment and target your users.

Step 4: Upload your CSV file​

Return to the import modal in Business App and:

  1. Upload your CSV file by clicking "Choose File"
  2. Preview your data to ensure everything looks correct
  3. Click "Import"

Import users step 3

Step 5: Wait for import completion​

After clicking "Import," the system will process your file. This may take a few minutes depending on the size of your list. You'll receive a notification when the import is complete.

Import users step 4

Troubleshooting import errors​

Common CSV format issues​

  • Invalid email format: Ensure all email addresses follow the standard format (e.g., user@domain.com)
  • Duplicate emails: Each email address should appear only once in your CSV
  • Special characters: Some special characters may cause import errors
  • Incorrect column headers: Make sure your column headers match exactly with the template

What to do if your import fails​

  1. Download the error report (if available)
  2. Fix the identified issues in your CSV file
  3. Try importing again

Best practices for user lists​

  • Keep lists organized by creating clear naming conventions
  • Regularly update your lists to maintain accuracy
  • Use tags and custom fields to further segment your users
  • Export your lists periodically as a backup