CSV import lets you bulk register, update, or delete Members.
Note: This feature does not support setting a password or a secret question when registering Members.
If you need to use those options, please register Members using "Bulk Member Registration" instead.
Note: A TrustLogin Pro Plan subscription is required to use this feature.

How to Use

1. Log in to TrustLogin, open the "Admin Page > Members" menu, and click the "CSVMember Management" item.
   
   
   \u2460 If you are only registering Members
   Download the template file from "here" and proceed through step 4.
   
   
   \u2461 If you are updating or deleting Member information
   Click "Generate CSV File".
   
   
   A message indicating that CSV file generation has started will be displayed.
   
   
   

2. Once the CSV file is ready, an email titled "CSV File Ready Notification" will be sent to you.
   You can then download the CSV file from "Download Generated CSV File".
   

   
   A list of all Members currently registered is retrieved in CSVfile format.
   
   
   

3. The CSV file fields are as follows.
   The required fields differ depending on the action used when uploading the CSV file.
   Note: For AD-integrated/SCIM IdP-integrated Members, only the secondary email address, Login ID, and permissions can be changed. Other Member information cannot be changed or deleted using this feature.

   Field Name	Required			Editable Field	Description
   	CREATE (Register)	UPDATE (Update)	DELETE (Delete)
   Action	\u3007	\u3007	\u3007		The action to perform on the target user CREATE (Register) / UPDATE (Update) / DELETE (Delete) Note: Enter in uppercase.
   ID		\u3007	\u3007		The target user's ID Note: A unique ID used by our system to identify the user.
   Active	\u3007	\u3007		\u3007	User status TRUE (Active) / FALSE (Suspended)
   Email	\u3007	\u3007			Email address
   Secondary Email				\u3007	Secondary email address
   Login ID				\u3007	Login ID
   Last Name	\u3007	\u3007		\u3007	Last name
   First Name	\u3007	\u3007		\u3007	First name
   Member Admin Permission	\u3007	\u3007		\u3007	Permission to add/delete Members TRUE (Enabled) / FALSE (Disabled)
   Group Admin Permission	\u3007	\u3007		\u3007	Permission to add/delete groups TRUE (Enabled) / FALSE (Disabled)
   App Admin Permission	\u3007	\u3007		\u3007	Permission to add/delete apps TRUE (Enabled) / FALSE (Disabled)
   Setting Admin Permission	\u3007	\u3007		\u3007	Permission to change settings TRUE (Enabled) / FALSE (Disabled)
   Company Name				\u3007	Company name
   Department				\u3007	Department
   Address				\u3007	Street address
   Municipality				\u3007	City/Ward/Town/Village
   Prefecture				\u3007	Prefecture
   Postal Code				\u3007	Postal code
   Phone Number				\u3007	Phone number
   Created					The date the user was registered
   Last Modified					The date the user information was last modified

4. Create a file according to your purpose.
   Note: This file must use UTF-8 character encoding. If editing in Excel, import it using "Get Data" > "From Text/CSV" from the "Data" menu.
   Note: CSV Member Management cannot be used to update or delete your own account (the currently logged-in user).
   Please remove your own account information from the CSV file before uploading.
   
   - Registering a new Member
   In a new row of the downloaded template file,
   set the "Action" field to "CREATE" and enter the fields required for the CREATE request along with any optional fields.
   
   
   - Updating Member information
   In the downloaded CSV file, delete the rows for any Members you are not updating,
   then set the target Members' "Action" field to "UPDATE" and edit the fields you want to change.
   Note: If a field in the uploaded CSV is left blank, its value will be deleted. (Updated May 10, 2022)
   
   
   - Suspending a Member
   In the downloaded CSV file, delete the rows for any Members you are not suspending,
   then set the target Members' "Action" field to "UPDATE" and the "Active" field to "FALSE".
   
   
   - Deleting a Member
   In the downloaded CSV file, delete the rows for any Members you are not deleting,
   then set the target Members' "Action" field to "DELETE".
   Note: When deleting a Member using this feature, the Member is deleted immediately without first being suspended. Please proceed with caution.
   
5. Save the file in CSV format with UTF-8 character encoding.
   
   
6. After creating the file, upload it using "Select File" \u2192 "Upload".
   
   
   If everything looks correct, select "Yes".
   
   

7. Once the CSV file upload finishes and the changes are applied, the status will change to "Complete" and the completion time will be
   updated.
   An email titled "CSV Member Management Processing Complete Notification" will be sent to the administrator.
   
   
   

About Errors

Errors During Upload

- This occurs when the file format is incorrect (not in .csv format).
Status: Failed
Error message:
The file could not be uploaded because there is a problem with it.
Please edit the CSV file obtained from "Download Generated CSV File" and upload it again.

\u3000- This occurs when the file format is correct but a required field has been left blank.

\u3000\u3000Note: This occurs when the Action field is blank or contains an invalid value, or when a required user attribute (last name, first name, or email address) is missing.
Error message:
The CSV file contains errors. Please correct them.

Errors After Upload

\u3000On the CSV management screen, click "Click to check" to view the error details.