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.

Note: This feature is available for:

Building Portals
Tenant Portals (Non-UG)
Enterprise Portals (Non-UG)

What You Can Do With It

With the CSV upload tool, you can:
Create new users
Update existing users
Assign access groups and building access groups
Configure card credentials
Assign PINs
Assign elevator-related fields
Map custom attributes
Track imports using tags
Handle up to 10,000 records in a single file

Preparing Your CSV File

Click “Download Template” to get a sample CSV file format.

The standard supported fields include:

Category	Fields
User Info	Full Name, Email, Phone Number, Department, Cost Center, Employee Number, Home Location
Card	Card Number, Card Format, Card Badge Type, Facility Code
Access	Location, Access Groups, Role, PIN
Other	Custom Attributes defined in your system

File Requirements

File must be in .csv format.
File size and number of users must not exceed system limits
Limit: 10,000 records or 10MB (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
Select your .csv file
The system validates:
- File type
- File size
- Record count
- CSV structure
Map CSV columns to Genea attributes
Configure update behavior
Review and start import

Mapping Attributes

After upload, the system automatically extracts CSV headers and allows administrators to map them to Genea attributes.

1. Mandatory Fields

The following field is required:

Full Name
Location
Role

If mandatory fields are not mapped, the system displays a validation message before proceeding.

2. Unique Identifier

If you want to update existing users, select a Unique Identifier during mapping.

Only one unique identifier can be selected per import.

1. Supported Unique Identifiers

UUID
Email
External ID
Name + Tenant (Available in Building Portal only)
Employee Number + Tenant (Available in Building Portal only)

2. Unique Identifier Behavior

If Identifier Matches Existing User - The existing user is updated.
If Identifier Does Not Exist - A new user is created.
If No Identifier Is Selected - All records are treated as new users.
If Identifier Value Is Blank - That specific row is treated as a new user.
Duplicate Identifiers Within CSV - Duplicate row values are merged.

3. Multi-Column Mapping Support

The following attributes support mapping from multiple CSV columns:

Access Groups
Building Access Groups (BAGs)

Values from all selected columns are merged during processing.

4. Update Behaviour

During mapping, administrators can define how imported values should update existing users.

Supported Update Behavior:

Attribute Type	Available Options	Default
Full Name Standard Attributes	Override	Override
Location	Merge	Merge
Access Groups	Merge, Override	Merge
Building Access Groups (BAGs)	Merge, Override	Merge

Override: Replaces existing values with imported values.
Merge: Adds imported values while preserving existing assignments.

Note: If a user already has a PIN assigned then

The existing PIN is preserved.
CSV PIN values will not override the existing PIN.

Import Tagging

Before starting the import:

A default tag is automatically generated
Administrators can edit the tag before proceeding

The tag is:

Stored in import history
Included in downloadable reports
Available for filtering in the All Users page

Duplicate tags are not allowed for the same customer.

Import Progress

Once the import starts:

Progress appears directly on the All Users page
Administrators can monitor import status in real time

Only one import process is allowed per customer at any given time.

Import Summary

Once the import is completed, administrators can view a summary showing:

Users Created
Users Updated
Users with Errors
Unchanged Users

Administrators can also download a detailed CSV report containing:

Row-level results
Validation errors
Failure reasons

Common Errors & Fixes

Error Type	Description	Resolution
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