Bulk User Import in Oobeya Using CSV

Oobeya allows you to create multiple users simultaneously by importing a CSV file. The CSV file should contain information about each user in a specific format.

CSV File Format

An example CSV file should look like this:

name,surname,email,companyRole,username,userType
Mike,Miller,[email protected],TEAM_LEAD,mike.miller,DB
John,Doe,[email protected],MANAGER,john.doe,DB
Grace,Hopper,[email protected],DEVELOPER,grace.hopper,DB

Explanation of Fields

• name: First name of the user

• surname: Last name of the user

• email: Email address of the user

• companyRole: Role of the user within the company. You can select the proper Oobeya Company Roles from the list below:

DEVELOPER,
QA_ENGINEER,
DEVOPS_ENGINEER,
BUSINESS_ANALYST,
PROJECT_MANAGER,
SCRUM_MASTER,
PRODUCT_OWNER,
PRODUCT_MANAGER,
TEAM_LEAD,
MANAGER,
DIRECTOR,
EXECUTIVE_BOARD_MEMBER,
TECH_LEAD

• username: Username for logging into Oobeya

• userType: The type of user account. Use "DB" for standard database-authenticated users.

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Importing the CSV File

1. Navigate to Administration Panel > Go To Admin Settings.

2. Open Users & Groups.

3. Click the settings icon and select "Bulk Import From CSV".

   

   Bulk import
4. Select your CSV file and click the 'Import' button.

Import CSV file

Please make sure that your CSV file does not include any syntax errors. Otherwise, you may view an error message.