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Add Users in bulk with a CSV

Jomar
Updated

Introduction 

Adding multiple users to your AskNicely account can be time-consuming if done one-by-one. This article explains how to bulk import users via CSV, including how to assign roles, apply locked filters, and avoid common mistakes. This is an important step in scaling your Net Promoter System by ensuring team-wide visibility and engagement.

Step-by-Step Instructions

🟦 Step 1: Prepare Your CSV File

Your CSV should include the following required columns:

  • Name (format: First Last or Last, First)

  • Email

  • Role (a list of available Roles can be found Settings > Users > User Roles)

Optional:

  • User level filter
    This controls what data is visible to that user. Only available if your account includes Custom Roles and Locked Filters.

💡 If a user should see multiple Locked Filters (e.g. multiple teams or locations), separate them with a semicolon (;) — no spaces.

Sample CSV:

Name Email Role User Filter
Jane Smith jane@company.com Admin  
John Doe john@company.com User New York
Sarah Johnson sarah@company.com Read Only Chicago;Boston

🟦 Step 2: Import the CSV File into AskNicely

  1. Go to Settings (cog wheel in lower left)

  2. Click the Users dropdown

  3. Select Users

  4. Click Import CSV in the top right corner

  5. Drag and drop your file into the importer window

  6. Match CSV fields to AskNicely fields and confirm

  7. Click Run Import

If you leave the option checked, AskNicely will send an email invitation to each user to activate their account. If you do not check that option, invites will not be sent.

Users will now appear in your AskNicely Users list.

 

FAQs & Common Issues

  • Q: What happens if an email is invalid?
    A: Malformed emails will not import. Misspelled emails will import, but the user won’t receive login instructions — so double-check for typos!
  • Q: What if I exceed my user limit?
    A: The import will stop once you hit your limit.
  • Q: Can I update roles using a CSV?
    A: Yes. If an existing user is listed, AskNicely will update their User Role and/or Locked Filter.
  • Q: What if I upload a user twice with different roles?
    A: The last listed role in the CSV will be used.
  • Q: What if a Locked Filter is misspelled?
    A: A new (incorrect) data point will be created. You’ll see "(no data)" on the dashboard for that user. Spelling must match your existing data exactly.
  • Q: What happens if I leave the filter column blank?
    A: The user will not be restricted — they’ll see all available data based on their role.
  • Q: Can users have multiple filters?
    A: Yes! Separate them with semicolons (;) and no spaces.
    Example: New York;Los Angeles;Chicago

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