You can add multiple users to your site at once, or update the user profiles on your site at once, with a profile upload file. You can also upload user-delegate relationships (for a description of delegates, see "Setting Delegates" in Editing a User Profile and Setting Delegates).
Deem provides templates in the Partner Dashboard for uploading the file.
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- After clicking the Profiles tab and clicking Download Template with Instructions (Excel) at the bottom of the Profile Upload section, open the file using Microsoft Excel. For complete instructions on downloading the template, see "Downloading and Using the Template" in Uploading User Profiles and Delegates.
- Save the upload file template as a new worksheet file before adding or changing rows and columns.
- Follow the template instructions and the information in User Profile Fields and Profile List of Values to edit your upload file.
- When finished editing your upload file, save a version of the file as a comma-separated values (CSV).
- Name the upload file using the file naming convention domainURL_name_date in YYYYMMDD format.csv (or .xml), where domainURL_name is the name portion of the site’s URL. For example: acmeus_20140215.csv or acmeus_21480215.xml.
- REQUIRED: Encrypt the file using PGP encryption with a Deem public key. When encrypted, add “.pgp” to the existing filename. For example: acmeus_20140215.csv.pgp or acmeus_20140215.xml.pgp.
- Follow the instructions for scheduling the upload in "Scheduling the Upload" in Uploading User Profiles and Delegates.
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