Import or Synchronize users

This article decribes different option to add, import or synchronize user data.

Register your users in the portal by adding them one by one, import from CSV-file, or synchronizing users from Microsoft Entra ID, Google Directory or by automated CSV-file downloads from an SFTP server.

To manually add users one at a time, go to Users > Add Users > Add New User.

The Nimblr System allows administrators to import user data using one of the following methods:

Manually uploading a file in the Users section of the Nimblr admin portal.
Pasting the file content as text directly into the Users section of the Nimblr admin portal.
Automatically downloading the file from an SFTP server, enabling automated synchronization.

File Format Requirements for user import from file

The file must be UTF-8 encoded, either with or without BOM (Byte Order Mark).
The first row of the file must contain column headers that describe the data fields.
The column order is flexible, meaning columns can be in any sequence.
Data values must match the column headers they belong to.
Supported delimiters: comma (,), tab (⇥), or semicolon (;).
The file should not contain empty rows or extra spaces at the beginning or end of values.

Column Descriptions

Column Name	Required	Description
email	✅ Yes	The user's email address (must be unique for each user).
first_name	❌ No	The user's first name.
last_name	❌ No	The user's last name.
phone	❌ No	The user's mobile phone number (optional but useful for certain features).
group	❌ No	The user group the individual belongs to (used for reporting, organizational and localization purposes).
external_job_title	❌ No	The user's job title
external_department	❌ No	The department the user belongs to, as defined in an external system.
external_location	❌ No	The user's work location (e.g., office location or city).
external_country	❌ No	The user's country of work or residence.
external_company	❌ No	The company name, useful if managing users across multiple organizations.
manager_email	❌ No	The email of the users manager or supervisor (used for reporting)
external_id	❌ No	External ID from directory service or other.

Example User Import File

Below is an example of a correctly formatted user import file using a comma as a separator:

^{email,first_name,last_name,phone,group,external_job_title,external_department,external_location,external_country,external_company,manager_email,external_id}

^{jane.doe@example.com,Jane,Doe,1234567890,IT,Security Analyst,IT Security,New York,USA,ExampleCorp,mary.rose@example.com,124456}

^{john.smith@example.com,John,Smith,9876543210,HR,HR Manager,Human Resources,London,UK,ExampleCorp,mary.rose@example.com,48300}

Encoding and Compatibility

The file must be encoded in UTF-8, which ensures compatibility with special characters and various languages.
UTF-8 BOM is allowed but not required.
Ensure the file does not contain hidden special characters, such as extra spaces or non-printable characters, which might cause issues.

Additional Notes

Header row is required: The first row must contain column headers.
Column order does not matter: Columns can be arranged in any order, as long as the headers match the data.
Only "email" is mandatory: Other fields can be omitted if not needed, but first name and last name are recommended for better user identification.
Delimiter consistency: The file must use the same delimiter throughout (comma, tab, or semicolon).
No extra spaces: Avoid leading or trailing spaces in values.