Tips & Tricks

Tips & Tricks

• When importing users via a CSV file, if a notification is sent to a user upon creation, then the corresponding notification, if it includes the [password] shortcode will include a link to reset their password instead of the password itself.
• When uploading a CSV file with headers (i.e., the columns "titles"), we recommend selecting the “Consider the first row as header” toggle.
• Depending on the user fields you wish to import, you can choose whether to import users via CSV, via SAML, or via Automation App. Here is a comparison of the fields you can import via Automation or via SAML SSO.
• In order to update only one field (i.e. set the manager, set the timezone, etc.), when creating your CSV file only include the username column and the columns for the attribute(s) you wish to update. There is no need to overwrite existing attributes with the same values because if those fields are not being referenced in the new file they will not be updated.
• If in the CSV file, there is a Superadmin (yourself or another Superadmin) that accessed the White Label app and saved the configuration, you cannot update the row related to this Superadmin in your CSV file. You can delete the row, or update the Superadmin user data manually and one by one, not via CSV.
• Make sure that your CSV file charset is UTF-8 and that you select the UTF-8 file charset in the Import users via the CSV panel so that special letters like Umlauts (Ü) are imported correctly. 
• Certain spreadsheet tools such as Excel will alter the format of data if not imported correctly. Refer to the Docebo Community post on Special character formatting issues with CSV reports in Microsoft Excel for additional conversations and helpful information on how to ensure that special characters such as Umlauts and accents are imported correctly.