Create multiple accounts in bulk

End user accounts are the most common type of account and will give users the basic level of access to Symphony. If you wish to create multiple accounts at once, you can use the Bulk Manage Accounts functionality. 

 

To create multiple accounts in bulk, navigate to Bulk Manage Accounts in the Admin Portal under Accounts (Figure 1):

 

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Figure 1 Bulk Manage Accounts

 

Select Download Blank Template and complete all fields in the .csv file (Figure 2):

 

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Figure 2 Download Blank Template

 

Note: If you wish to use non-English characters, save your .csv file as a Unicode-encoded txt file and rename it as a .csv file.

 

Once complete, drag and drop the .csv file into Bulk Manage Accounts and select Import (Figure 3):

 

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Figure 3 Import

 

Note: It may take several moments to complete the import.

 

After the import is complete, review all the accounts to ensure they have been created successfully.

 

Further information on accounts can be found here.