Bulk Import Managed Users

Set up multiple managed Trimble ID users at once using the provided template to bulk import user data.

1. In Vista Web, go to Admin > User Access.
2. In order to bulk import managed users, you need to download the template. Select the More options icon and choose Download Managed Users Import Template.
3. In the Download Managed Users Import Template window, choose an option:
   • Template Only: Select to download a blank template .CSV file. This allows you to manually enter user data.
   • Include Active Employees: Select to download a pre-filled template with the company and employee numbers of all active PR employees who do not have a managed or native Trimble ID or a Vista VA User Profile.
   • Include All Employees: Select to download a pre-filled template with the company and employee numbers of all active and inactive PR employees who do not have a managed or native Trimble ID or a Vista VA User Profile.
4. Select Download.

   The template .CSV file downloads to your device.

5. Open the template file. Depending on the template you selected, do one of the following:
   • If you chose Template Only to download a blank template, for all of the managed users you want to create, enter their PR Co, Employee #, Proposed Managed User Name, and, Temporary Password without the short code prefix. Save the file with your updates.

     Managed usernames must be between 3 and 50 characters and can contain only letters, numbers, hyphens, or underscores.

     Passwords must contain a mix of uppercase letters, lowercase letters, and digits. Special characters are not allowed.

     Note: If you leave Temporary Password field blank, the system will automatically generate a random temporary password for the user.
   • If you chose Include Active Employees or Include All Employees to download a pre-filled template, review the information and proposed usernames. Make any updates as needed, and save the file.
     Note: To auto-generate managed user names in a specific pattern for all of your users, admins can choose a username pattern in the portal setting TID Managed Users Auto-Naming Pattern. The User Name will auto-populate based on the pattern selected in the setting.
6. Back on the User Access page, select the More option and choose Import Managed Users.
7. Select the file with your saved user information.

   The portal checks the data in the file to make sure you have used valid characters, entered unique usernames, and filled every field. If any issues are found that prevent the import process from running, you will see an error message. Review the error message to resolve the problem, then upload the template again.

   If these initial checks pass, the import processes in the background. After completion, a notification indicates success or success with errors.

   • If the import completes successfully with no errors, the managed users are added to the portal, temporary passwords are automatically created for each user, and users receive their login credentials via email or text.
   • If the import has errors, a warning message displays. Select the notification bell icon and select the Managed Users Bulk Add warning. This downloads another version of the template file that lists error messages next to each entry with an issue.
8. As needed, fix the issues described in the error messages. Import the template file again.

   Error messages may indicate that a managed username is already in use, a user already has a native Trimble ID, or a user is associated with a VA User.

   If contact information is missing, the user will not receive their login credentials. In this case, Admins must share the username and temporary password with the user. The temporary password is listed in the error message.