Team invitation | Bulk import

Rolling out a new system in an organization is usually a non-trivial task. With our import functionality, this process is greatly simplified and accelerates the integration of Open as App into your company.

The bulk import of users is done by uploading an Excel file containing all relevant information about the users. These users can also be assigned directly to groups.

You can find the import functionality under "Import/Export" in the "Users" area: https://www.openasapp.net/portal#!/teams/admin.

In this article

• Create user list
• Upload user list
• Import users

Create user list

The bulk import of users is done by uploading an Excel file containing all relevant information about the users. These users can also be assigned directly to groups.

An Open as App user account is created for all imported e-mail addresses, if not already registered. The user will then receive an e-mail with details about access to the account, as well as access to apps provided by you. In the template file, you can set a password for each user or leave the field blank to automatically generate a password for that user. Please note that the "uploaded" users' email addresses are not automatically verified when you set a password for users. We, therefore, recommend leaving this column empty in the Excel file.

Groups defined in the Excel file will be created, if they are not already existent.
Users can be assigned to multiple groups, giving access to apps provided to different groups. The assignment in groups is made by a + at the respective group.

The user list is structured as follows:

Upload user list

The list of all users must first be uploaded in the "Import/Export" area and checked for errors first.

1. Click "Upload changed file".
2. Select your file from the dialog box and click on "open".

The list will now be analyzed and you will be given a "log" with information about the activities performed by the system. (For example, which user accounts or groups will be created.)

Error message

If errors are detected in the file, an error message will be displayed, informing you of the incorrect line. Correct the error in the file and upload it again.

Import users

After you have fixed any errors and checked the "log", click on "Import".

Congratulations! You have successfully created your team in Open as App.

All users are now invited to your team and informed by e-mail.
A free Open as App account is created for non-registered users.
Groups that are not existing so far are created.

E-Mail for new users

Non-registered users will receive a "welcome" e-mail with the note that you have created an account for them.
In this email, new users will find access data to their newly created Open as App account. The password you have entered in your file (or the password generated by the system), can be changed by the user in the "Account" administration area after login. (https://www.openasapp.net/portal#!/account/admin) Please note that the "uploaded" users' email addresses are not automatically verified when you set a password for users. We, therefore, recommend leaving this column empty in the Excel file.