Importing Users

Updated on August 22, 2022

Important things to remember when importing users:

  • You need to create your buildings before completing an import.
  • Do not remove and columns from the template, or change any column headers. If you do not wish to import optional data, simply leave those cells blank.
  • If you include a Group in the spreadsheet that doesn’t exist in your account, it will be created for you during the import.
  • Make sure your file is saved as a CSV file (Comma Delimited), not TAB delimited.

Click here to read more information on the requirements/specifications of the CSV import file.

Download the TTL-User-Import-Template.

Click here to view the Importing Users training video. 

How to Import Users into Type to Learn

Select Users Icon in the Navigation Section on the left side of the page.

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Select Import Users in the upper right corner of the page.

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If you still need the CSV template, you can download it from this page as well.

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Click here to read more information on the requirements/specifications of the CSV import file.

Once your CSV file is ready click the “Choose a File” button, then click “Upload a file” in the left sidebar, then click “Choose File“.

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Select the CSV file from your computer and click “Upload this file“.

Once the CSV file is uploaded, click “Upload users“.

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You will be shown a preview of the import. Check to make sure each column is pulling in the correct data. If you did not include an email address you will see an error in the Status column – you can ignore this message.

Once you have viewed your preview and it looks good, scroll to the bottom of the page and choose an Upload Type:

  • Add new and update existing users
  • Update existing users only
  • Add new only, skip existing users

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Finally, click the “Upload users” button. This upload process can take anywhere from a few seconds to 5 minutes depending on how many users are being added. Be patient while the page completes the import process.

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Still need help with something?

Email support@sunburst.com.

Call 800-356-3209. Press #2 for Support.