Imports

This guide explains how to efficiently create users in bulk and import user data into your Canopy tenant using the bulk Import feature.

Steps:

1. Access Tenant Imports:
   • Sign in as a Tenant Administrator.
   • Navigate to Settings > Tenant > Imports.
   • Click Users.
2. Prepare Your User Data:
   • Download the provided template.
   • Populate the template with your user data, ensuring it’s a .csv file with fewer than 1000 rows. Required columns include:
     • Name: First and Last name
     • Email: User’s email address
     • Tenant Role: admin, project creator, or user
     • Company: User’s company name
     • Save your completed file.
       
3. Upload Your Data:
   • In the Imports section, drag and drop your .csv file or use the Choose a File button.
4. Map Columns and Correct Errors:
   • Select the header row in the mapping tool. Canopy will attempt to auto-match columns.
   • Verify and adjust column mappings as needed.
   • If validation errors are found, use the navigation in the mapping tool to identify and correct them.
5. Import Your Data:
   • Click Import to begin the process. The import is queued in the background, allowing you to leave the page and continue working on other tasks.
   • You can monitor the progress of the import on the screen. Upon completion, you can choose to:
     • Go to the Users screen (Settings > Tenant > Users) to see the list of newly imported users.
     • Go to the Import History
6. Checking Import History:
   • The Import History section provides a record of all your import attempts.
   • Clicking on the import row of a completed import, you will see the detailed information, including: * Import type * Importing user and timestamp * Row-by-row details (successful imports, duplicates, errors)
7. Checking on Activity History
   • Refer to the Activities History section on user imports to see what is captured.

Tips for Successful Imports:

• File Type: Ensure your data is in a .csv format.
• File Size: Adhere to the row limit and be mindful of any file size restrictions.
• Data Accuracy: Double-check your data for accuracy to minimize errors.
• Validation: Carefully review and address any validation errors before importing.
• Import History: Utilize the Import History to track progress and troubleshoot any issues.