Easily add or update users, assign access groups, and configure cards in bulk.
Genea’s new Bulk User Import via CSV feature makes it faster and easier to onboard and manage users at scale. Rather than creating users individually, you can now upload a CSV file directly through the Genea web platform to import or update multiple users in one step.
Where to Find It
The Bulk User Import option is available in the “All Users” section under the “More” menu.
🔒 This feature is available for User Group-enabled portals only.
What You Can Do With It
With the CSV upload tool, you can:
Create new users
Update existing users’ attributes
Assign admin-managed user groups
Assign card credentials and configure badge settings
Set custom tags for tracking imports
Preparing Your CSV File
Click “Download Template” to get a sample CSV file format.
The standard supported fields include:
Full NameEmailPhone NumberDepartmentCost CenterEmployee NumberHome LocationCard NumberAny custom attributes defined in your system
Note:
File must be in
.csvformat.File size and number of users must not exceed system limits
Limit: 5,000 users or 5MB (shown in upload dialog).
Mandatory fields must be filled correctly, or the upload will fail with an error message.
Uploading Your File
Go to All Users > More > Import Users
Click Upload File and select your CSV.
System automatically checks file type, record count, and format.
Map your CSV columns to Genea attributes.
All required fields must be mapped.
If you want to update existing users, select Unique Identifier in this step.
If
Card Numberis mapped, a Card Configuration step will appear:Select Card Format (Optional)
Select Badge Type
(Optional) Assign admin-managed User Groups
A default tag is generated (e.g.,
Import_2025-07-06_John), which can be edited.
Import Summary
Once the import is complete, you’ll see a summary showing:
Users Created
Users Updated
Users with Errors (with details)
You can download a detailed report of the results for your records.
Common Errors & Fixes
Error Type | Description | Resolution |
Invalid File Format | Non-CSV file uploaded | Re-upload using .csv format |
Record Count Exceeded | Number of users exceeds max allowed | Split into smaller batches |
File Size Too Large | File exceeds allowed size | Compress or split the file |
Missing Required Fields | Required columns not mapped or filled | Complete all required fields |
Invalid Card Configuration | Badge type or dates not set when card is mapped | Complete card setup in wizard |
Need Help?
If you experience any issues or have questions about your import, contact our support team at support@getgenea.com.