For customers that have a large number of users to add, the Proxy Dashboard makes it simple to import multiple users and access card credentials.

There are two options:

Option 1 - Adding users only (if you are not connected to an Access Control System (ACS) and only need to upload name, email, and (optional) phone number)

Option 2 - Adding users and access card credentials needed to enable mobile access (for users that have an existing Access Control System (ACS)) 

Option 1: Adding users (name/email/phone only)

1. In the Proxy Dashboard, select the All People page from the left menu, click the Add People button and select Import via CSV from the dropdown. You can also follow this process in the Proxy Access dashboard (white background) to import users into specific sites and groups.

2. A pop up window will appear that provides the information and format needed for the .csv as well as a sample file to download. We recommend downloading and using the sample provided to ensure that formatting is correct. Click Download sample file.

3. Complete your .csv document. Name and email address are required, phone number is optional. NOTE: Be sure to save/export your completed document as a .csv on your computer prior to attempting the upload. 

4. Click the Upload CSV file button on the Import via CSV pop up window to begin the upload process.

5. Import CSV: Select (or create) a People Group for all the users in the upload (optional) and then use the Select file button or drag and drop your .csv file into the Upload CSV file box. If you are importing via the Global dashboard, you can add to a Global group, if you are using the Proxy Access dashboard, you can select a site group.

6. Review import: review the import to ensure that everything is included and is displayed correctly. If you attempt to upload duplicate names or emails, the system will recognize this and ask you to upload anyway or overwrite. If everything looks correct, click continue. If it is incorrect, you can adjust your .csv file and try the upload again. 

7. Import options: Use the toggle button to enable/disable sending invitations to all new people and click complete import. 

8. A message will appear at the top of the screen to confirm that new users have been successfully added. 

Option 2: Adding users with card credentials 

1. In Proxy Access, select the All People page from the left menu, click the Add People button and select Import via CSV from the dropdown. 

2. A pop up window will appear that provides the information and format needed for the .csv as well as a sample file to download. We recommend downloading and using the sample provided to ensure that formatting is correct. Click Download sample file.

3. Complete your .csv document.  To upload credentials that match your ACS and enable mobile access for your users, you must include the following for each user:

• • Card Format
  • Facility Code
  • Card Number

Please see this article for a complete description of valid credential requirements.

NOTE: Delete the header row with column titles on the spreadsheet prior to saving/exporting the document.

NOTE: Be sure to save/export your completed document as a .csv on your computer prior to attempting the upload.

4. Click the Upload CSV file button on the Import via CSV pop up window to begin the upload process.

5. Select (or create) a People Group for all the users in the upload (required).

6. Use the Select file button or drag and drop your .csv file into the Upload CSV file box.

6. Review Import: review the import to ensure that everything is included and is displayed correctly. If you attempt to upload duplicate names or emails, the system will recognize this and ask you to upload anyway or overwrite. If everything looks correct, click continue. If it is incorrect, you can adjust your .csv file and try the upload again. 

7. Import Options:

• Add credential: you can set a card format, facility code and card number for your CSV empty rows. NOTE: You will only be filling empty rows and not overriding rows with data.
• Send invitations: use the toggle button to enable/disable sending invitations to all new people and click complete import. 

8. Click the red Complete Import button to finish import process.

9. A message will appear at the top of the screen to confirm that new users have been successfully added. 

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