How Do I Add or Update Users with a CSV Upload?

Last updated: November 12, 2026

A CSV upload creates new users and updates existing ones in a single pass, which makes it the best choice for onboarding a whole team or making bulk changes. Email is how Ambition matches each row to a user, so every row needs one.

Required permissions:

  • The Users: Create permission is required to upload users.

Upload the CSV File

  1. Go to Admin --> People --> Users and click on Create New User.

  2. Select Upload Users from the Choose Creation Method drop-down menu.

  3. Click on Upload CSV and choose your file. The first row must hold the column names. A preview of the first rows will appear.

Map the Columns

  1. For each row under CSV Fields, select the matching Ambition attribute from the Select attribute... drop-down menu in the User Fields column.

  2. Uncheck the Import box for any column you don't want to bring in.

  3. Leave Use email as username checked unless your usernames differ from emails, as with Salesforce usernames.

  4. Click on Continue.

Review and Upload

  1. Review the new users and changes to existing users in the Confirm & Upload step.

  2. Optional: Check Send Invite Email(s) to invite the new users right away.

  3. Click on Upload Users, then click on Upload Users again in the Confirm Upload pop-up.

Note:

  • Group names in your file must match existing Groups exactly. If a Group is missing, you'll be asked whether to create it or ignore it during the upload.


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