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If you have a large number of users (more than a few hundred), the most common way to add users to Apporto is via a single sign-on (SSO). The key benefit is that user accounts are automatically created when users login. Also, Role and Group assignments are updated with each login. Contact email@example.com if you want to set up an integration. Alternatively, if you have a small number of users or don’t want an SSO integration, you can import a list of users from a spreadsheet.
Import can also be used to update attributes for existing users (eg. role, group(s), etc.). This can be useful for updating user information even if you have an SSO integration, but do not pass role or group attributes.
Prerequisite Step: Prepare CSV
Prepare a comma-separated values (CSV) file containing data for the users you wish to add.
At a minimum, an email address is required for each user. A unique identifier (ID) is also required if you have an SSO-integration.
Additionally, you may include full name, role, group(s) and password if desired.
If you provide full name, both first and last name should be included in a single column in the spreadsheet.
If you provide role, acceptable values include Admin, Sub-Admin, and Tech Support.
If you provide groups in the CSV, the group must first be created in Apporto before it can be imported. See Creating and Managing Groups for more information.
If you provide multiple groups for a particular user, all groups must be included in a single column with commas between each value. There should be no spaces between values (eg. Group1,Group2,Group3). Multi-word group names are accepted (eg. Math 101,Computer Science,Java Group).
Here is an example of the CSV format:
Select Import Options
Using your preferred web browser, navigate to the URL for your Apporto system, for example, “mycompany.apporto.com”, and log in to the system using your Admin credentials.
Click the Users icon in the navigation panel.
The ‘Users’ screen displays.
Click the Import button.
The ‘Users import’ screen displays.
Click Choose File
The file explorer on your device displays.
Locate and select the desired file, then click Open
The file upload dialog closes automatically, and the name of the selected file is shown next to the Choose File button.
The screen refreshes to display the import options.
Configure and Import File
Use the Field Match options to match each CSV COLUMN to the appropriate value from Apporto’s USER FIELDS menu (ex. Email address, full name, role, etc.). To ignore a column, select ‘Other’.
Select relevant Options:
If the first line of the CSV file is a header record, select the Ignore First Line check box.
If Single Sign-on is enabled for your Apporto instance, check Sync with SSO to ensure imported users are synchronized with SSO users (and prevent two accounts from being created for the same user).
If you want to send an email notification (ie. Welcome email with a login link) to each user, select the Send Email checkbox.
Another way to assign groups (in addition to specifying groups in the CSV) is via the Group Assign checkboxes. The selected group(s) will be assigned to all users in the imported CSV.
If the CSV contains new attributes for existing users, use the Update Existing Users radio buttons to select the desired action:
No Update – is the default option.
Replace Data – will remove any current group or role assignments and replace them with those specified in the CSV. Apporto Admin roles are not overridden though.
Add Data – will keep current groups and add any new group assignments specified in the CSV. Since users may only have one role, roles specified in the CSV are only added if the user does not have an existing role.
When all desired options have been configured, click Import
A confirmation message shows at the top of the screen when the import is completed.