Configure and Upload .CSV Files

What You Can Do with a CSV Upload

Using a CSV file, you can:

• Add new learners

• Update existing learners

• Archive learners

• Manage learner attributes in bulk

• Promote administrators

All actions can be completed in a single upload.

Supported Learner Attributes

Your CSV file can include the following fields:

• Email

• First Name

• Last Name

• Business Unit

• Company

• Country

• Department

• Employee Number

• Job Role

• Manager’s Email Address

• Manager’s Name

• Security Champion

• Title

• Team

Field Requirements and Notes

• Country
  Must use a valid ISO 3166-2 two-character country code (for example, US, CA, GB). Uploads will fail if the value is invalid.

• Security Champion
  Must be set to TRUE or FALSE.

Add or Remove Admin Access via CSV

You can manage admin access directly in your CSV file.

1. Add a column named Admin.

2. Set the value to:

   • TRUE to grant admin access

   • FALSE to remove admin access

Archive Users via CSV

You can archive users as part of the upload process.

1. Add a column named Archive.

2. Set the value to TRUE to archive the user.

Upload Your CSV File

1. Navigate to Users in the SecurityJourney platform.

2. Click Add Users.

3. Select your prepared CSV file from your computer.

4. Click Add Users to complete the upload.

Download the CSV Template (Optional)

If you need help formatting your file:

1. Go to Admin > Add Users.

2. Download the CSV template from the top of the Add Users modal.

3. Use the template to ensure correct column names and formatting.

Tips for a Successful Upload

• Ensure column headers exactly match the supported learner attributes.

• Use consistent formatting for all rows.

• Verify boolean fields use TRUE or FALSE (not Yes/No or 1/0).

• Confirm country values use valid ISO 3166-2 codes.

• If the upload fails, review the CSV for formatting or data errors and try again.