---
title: Importing Users in Control
description: How to Add a List of Users
---

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# Importing Users in Control

## How to Add a List of Users

*For users with administrator permission.*

While users can be [added manually](https://support.clearimpact.com/en/creating-a-new-user?hsLang=en) one at a time, you can also import spreadsheets of users to save time on user entry.

### Preparing the User Import CSV File

To prepare your import, download a sample CSV user file or use Excel or another program to create a CSV document in the following format.  *CSV stands for Comma Separated Values. It is a standard spreadsheet/database file type for exchanging information.*

File Type: CSV

Format: Header row followed by data values rows with user details

Header Row: Organize your data into the following column headers in this exact order:

username, first\_name, last\_name, role\_group, send\_email

- **username**: The email address of the user you wish to add.
- **first\_name**: First name of the user.
- **last\_name**: Last name of the user.
- **role\_group**:  (administrator or user) Role you would like to assign this user. 
    - Administrators will be added to Scorecard and Compyle with Administrator permission
    - Users will be added to Scorecard with Presenter access
    - Users will be added to Compyle with Creator access
    - Any additional permissions or restrictions for users in Scorecard or Compyle will need to be set in user management tool for the appropriate application.
- **send\_email**: (true or false) Send user a welcome email with login instructions.  
   *You will have the option to individually send welcome/password reset emails to users after import.*

 

### To import users

- Open Control.
- Expand the Users menu.
- Select the Import Users option.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-10%20at%2011-03-23%E2%80%AFAM-png.png?width=553&height=218&name=Screenshot%202025-11-10%20at%2011-03-23%E2%80%AFAM-png.png)

 

- When the Import Users page opens, click the Download Sample File button.
- Open the sample file.

![](https://support.clearimpact.com/hs-fs/hubfs/Screenshot%202025-11-10%20at%2011-03-45%E2%80%AFAM-png.png?width=590&height=348&name=Screenshot%202025-11-10%20at%2011-03-45%E2%80%AFAM-png.png)

- Enter the users in the sample file or use a previously prepared CSV file in the correct format.
- Choose your file.
- Run the import.
- When the import completes you will be prompted to download an Excel spreadsheet with the new users' passwords and IDs (usernames).

Troubleshooting Tips

- File format MUST be .CSV
- The column names and order must match exactly for the import to work
- Be sure to include the header row

 

 

 

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