How to bulk upload users

When you need to add more than a handful of users at once — for example, onboarding the field team before a quarterly kickoff — the CSV bulk upload is the fastest path. Admin-only.

For a single user, see How to add users instead.

The CSV template

Mobly provides a template CSV with the exact column names it expects. Always start from the template — extra columns are ignored, but mismatched or missing required columns cause errors on import.

Required columns

Column	Notes
firstName	Required for every row
lastName	Required for every row
email	Required for every row; must be unique within your org

Optional columns

Column	Notes
sendWelcomeEmailYesOrNo	Yes sends a sign-in PIN email at upload time. No (or blank) skips it — you can send manually later

The welcome email comes from [e-mail] and contains a 6-digit PIN the user enters to complete setup. See How to add users for what the user experiences.

Upload steps

1. In the Hub, navigate to Users.

2. Click Add User in the top right. From the dropdown, select Import from CSV.

   
3. Click Download template file to grab a starter CSV with the right column names.

   
4. Open the User_Upload_Template.csv you downloaded. Paste your data into the columns. Every row needs firstName, lastName, and email.

5. For each row, set sendWelcomeEmailYesOrNo to Yes if you want that user to get the sign-in PIN email immediately. Otherwise leave it blank.

   
6. Save the file and return to the Hub. Upload the file using the same Import from CSV drawer.

   
7. The Hub will validate the file and flag any rows with errors before saving. Fix and re-upload as needed.

8. Click Save. The valid rows are created as users in your org.

Common errors

What you see	What it usually means
"User already exists"	The email is already in the org. Mobly won't create duplicates — the existing user is preserved as-is.
"Invalid email"	The email doesn't pass basic format validation. Fix the row and re-upload.
"Missing required column"	Your CSV doesn't have firstName, lastName, or email as a column header. Re-download the template and start from it.
"Unknown column"	You added a column that Mobly doesn't recognize. Extra columns are ignored — this is informational, not an error.

If the file keeps failing in a way that doesn't make sense, reach out to your CSM with the CSV attached.

After upload

New users land in the Users table with the role Client by default. The CSV doesn't currently set role per row. If you need any of them set to Mobly Admin, contact your CSM with the list of users to promote — see User roles in Mobly.

Related articles

• How to add users — single-user form

• User roles in Mobly — what Client vs Admin can do