# Importing new and existing users via csv

Use the invite option when you have a large amount of users to add to the platform that you want to gather information on during the registration process.  For example, number of years they have worked for a company.  Remember to create your attributes before sending the invites

{% content-ref url="../../portal-settings/data-management/attributes" %}
[attributes](https://academy.synap.ac/doc/portal-settings/data-management/attributes)
{% endcontent-ref %}

### 📤 Invite CSV 

On the group go to **Import users** via the sub menu, select **Invite (CSV)**. From here you'll get the option to download a CSV template. This template has been customised to include the required headers for any custom attributes you have set up. The only required fields are `email` and `name`.

<figure><img src="https://3316915154-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MkgvUeCmTPeNouRxGPC%2Fuploads%2FnFn4lExMpU1DXl04CLr0%2FScreenshot%202023-06-20%20at%2016.11.18.png?alt=media&#x26;token=94332ae2-966b-421d-8113-4d5bf9e5dc4c" alt=""><figcaption><p>Invite (csv) tab with download link underlined in red</p></figcaption></figure>

Prepare your CSV for upload, make sure attributes are in the required format and emails in lower case.&#x20;

![CSV prepared for upload ](https://3316915154-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MkgvUeCmTPeNouRxGPC%2Fuploads%2FRlNAG6URlWsMPpp3wQwC%2FScreenshot%202022-01-12%20at%2010.30.04.png?alt=media\&token=2d72d16a-8eb4-4045-ae7a-95f8093276e3)

Go to **Settings>User** **attributes** to view all existing attributes and defined options&#x20;

| Attribute type  | Expected value on CSV                 |
| --------------- | ------------------------------------- |
| Checkbox        | `TRUE` or `FALSE`                     |
| Long answer     | `string`                              |
| Short answer    | `string`                              |
| Multiple choice | One of defined `options`              |
| Checkboxes      | defined `options` separated by commas |
| Number          | Any numerical value                   |
| Date            | `DD/MM/YYYY`                          |

When your CSV is ready, upload it to platform, check all the attributes have been picked up and start the import.

<figure><img src="https://3316915154-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MkgvUeCmTPeNouRxGPC%2Fuploads%2FwdUo0XeOkTX1x2fMcNLk%2FSpringfield%20Elementary%20_%20User%20group%20_%20Synap%20Portal%20(1).gif?alt=media&#x26;token=cf3eea7f-0ec1-4d22-89ca-807cc1a0f465" alt=""><figcaption></figcaption></figure>

You can use the CSV importer to import existing users to a group&#x20;

{% hint style="danger" %}
🚨  When importing existing users be careful to include the correct attributes. If you import **blank attributes on existing users this will override their attributes**. Make sure you export the correct information from a group first.
{% endhint %}

Once users accept invites and set up their accounts they will move to the users table&#x20;

![Users table](https://3316915154-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MkgvUeCmTPeNouRxGPC%2Fuploads%2FgTnGX4aeQTLZk6lTuaNy%2FScreenshot%202022-01-12%20at%2011.36.44.png?alt=media\&token=41f9e5ba-e656-4503-8ea4-371e06f409e8)

Click on users to view their administration page, from here you can check their attributes and make changes.

![User administration page](https://3316915154-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MkgvUeCmTPeNouRxGPC%2Fuploads%2FWZN07GOJQVsknbZH8OIv%2FScreenshot%202022-01-12%20at%2011.38.16.png?alt=media\&token=4dde40a4-5d28-42d0-b083-78c3ec7cd5e0)

See our **User information** guide for more about the information and data on users.&#x20;

{% content-ref url="../user-information" %}
[user-information](https://academy.synap.ac/doc/users-and-groups/user-information)
{% endcontent-ref %}