Mass Update Existing User Directory
How do I update multiple users?
How do I prepare a CSV file for upload?
Resource - Downloadable Example CSV Template
How do I upload and map the CSV to Ambition fields?
What if I encounter an error upon uploading the CSV?
I updated existing users AND created new Users. Are the new Users invited to Ambition?
Update Multiple Users
If you're updating less than 5 users, it may be faster to Edit Users Manually.
1. Open the left navigation and click Administration > People > Users.
2. Click the + Create New User button.
3. Ensure Upload Users is selected in the Choose Creation Method dropdown.
How do I Prepare a CSV file for Upload?
If you are updating current Users, you can download your current User Directory in CSV form, Actions > Download CSV, that can then be amended and re-uploaded into Ambition.
A column of "Manager Name" will be listed on the downloaded CSV of your User Directory. Ambition will display the corresponding Manager Name alongside Manager Email to account for cases where an email is not descriptive of the user's name.
Prepare a CSV for Upload
The CSV file must contain a header row with the following columns explicitly named.
Required Columns:
- First Name
- Last Name
- Salesforce Username*
For Organizations that do not use our Salesforce integration, Ambition will use Email as a uniqueness constraint for Users.
If a User has multiple @company email addresses (ex. travis@yourcompany.com and travis.truett@yourcompany.com), select a single, most reliable email to be tied to that User.
Ambition will not overwrite a User's email address via the CSV upload, but create a new account for each email address. If a User's email needs to be updated, you can make those changes in their settings.
*If your Organization uses our Salesforce integration...
If you use our Salesforce integration, Ambition will use Salesforce Username as the uniqueness constraint for Users. Include an additional column on the CSV you wish to upload containing Salesforce Usernames.
Salesforce Usernames must in the form of an email address, xxxx@xxx.com.
Optional Columns:
Time Zone
- Supported Time Zones found here.
- Format examples: US/Eastern, America/New_York.
- If this column is included every row must have a value.
Is Manager
- True or False.
- If this column is included every cell must have a value.
- If you are updating an existing User from True to False ensure that the User is no longer managing any Groups, otherwise Ambition will not make a change.
Is Admin
- True or False.
- If this column is included every cell must have a value.
Manager Email
If your organization uses our Salesforce integration, populate with Manager's Salesforce Usernames instead of Email.
- The Manager must already exist as a User in Ambition.
- If the email does not belong to an existing User in Ambition it will still clear an existing Manager if previously set.
- If the User does not have the "Is Manager" permission Ambition will automatically assign it during the upload process.
- If the cell is empty it will clear an existing Manager if previously set.
Group Memberships
- Case sensitive field. Differences in spelling and capitalization will create net new groups.
- Set column name(s) to reflect Group Types existing within Ambition. Each cell value will be the name of an existing or new Group.
↳ Need guidance creating Group Types prior to upload, check out this article.
Integration IDs
- Unique Identifiers used in Ambition Integrations other than Salesforce.
↳ Ex: Phone Extension, Employee ID. - Correlating data integrations must be established first before Integration IDs can be uploaded. Reach out to gethelp@ambition.com with questions.
- While Integration IDs will be mapped in the upload process, you are unable to map a single column to multiple Integration IDs. We recommend adding a separate column for each respective Integration ID.
- Note that including a column for Integration IDs, but leaving cells blank will result in removal of ID for any users with blank cells.
Is Active - use only for mass deactivation
- True or False
- Is Active = False will lead to account deactivation in Ambition
- Note for Organizations using our Salesforce integration, by default if a User's account is deactivated from within your Salesforce instance, their corresponding Ambition account is deactivated as well.
Ambition will automatically create Groups that do not currently exist in Ambition.
For example, if you already have a Location Group Type included in your CSV that Susan is in the "Chicago" Location; however, if that Location does not already exist it will be created and Susan will be added to it.
Check out the Groups documentation to better understand Ambition's hierarchy system.
Example CSV File Format
Header rows are required in a CSV file.
| First Name | Last Name | Time Zone | Role | Region | Team | Phone Extension | |
|---|---|---|---|---|---|---|---|
| Joey | Freshwater | joey@freshwater.com | US/Eastern | Account Executive | Southeast | Alpha Dogs | 4233 |
| Agnes | Goodman | agnes@goodman.com | US/Pacific | Account Manager | Northwest | Omega Cats | 1233 |
If creating users for the first time, feel free to use our downloaded example template.
Downloadable Example CSV Template
If you have already added users to Ambition, you can download your current User Directory in CSV form, Actions > Download CSV, that download can serve as a template to be amended and re-uploaded into Ambition. Again, note that the Manager Name and Last Active columns will need to be removed before re-uploading.
Upload CSV
1. Note: If you do not have an active Salesforce integration, you will not see this step. Skip to the next step.
Choose the User Source from the dropdown. Here you have two options, both of which follow the same process but require different fields in the CSV upload file.
A.) Salesforce: For customers with active Salesforce integrations, requires Salesforce usernames.
B.) User Integration: Used for any integrations outside of Salesforce.
2. Click the Upload CSV button and select the CSV you desire to upload.
Ambition will detect how many rows of users you are uploading. Click Next to begin mapping.
Map CSV Fields to Ambition
3. Ambition will attempt to auto-detect the number of accounts and map correct fields. Verify that CSV fields match the appropriate Ambition field.
↳ If you have columns on your CSV that do not map to an Ambition field, notably Manager Name, Last Active, or additional User Information, amend the CSV and re-upload.
4. After verifying field mappings are correct, click the Create/Update Users button.
What if I encountered an error upon Uploading the CSV?
If at anytime you experience an error message, feel free to reach out to gethelp@ambition.com
Below are common error messages and how to resolve them on your own:
Error Message: Unable to process the file upload: 'NoneType' object has no attribute 'entity'.
Cause: Attempting to update a User who is synced via Salesforce where the User's email address and Salesforce Username differ.
Resolution: Add a column of Salesforce Username that contains the User's Salesforce Username as well as keeping the required Email column. If applicable, downloading the User Directory CSV will contain a Salesforce Username column.
If you have questions about adding a Salesforce Username column, or need assistance with bypassing this error, contact gethelp@ambition.com
Error Message: The following accounts with the 'username' field could not be found in the system: Problematic username(s) listed.
Cause: Attempting to update a User via the Salesforce User Source who does not have a Salesforce account.
Resolution: Remove Users without Salesforce account from the current CSV. Either manually update the respective users OR prepare a CSV that contains non-Salesforce users. Select User Integration during Step 1 of the Add User Process.
If you need assistance with bypassing this error, contact gethelp@ambition.com
Error Message: The following accounts with the 'username' field could not be found in the system: ". Are you sure these are correct?
Cause: Attempting to update a User(s) via the Salesforce User Source that appears twice on the CSV.
Resolution: Remove duplicate User(s) from CSV and reupload.
If you need assistance with bypassing this error, contact gethelp@ambition.com
Are my new Users invited to Ambition?
These Users will not automatically be invited to Ambition.
From the Directory tab you can send a mass invitation by clicking the Actions button.
Click on Invite # Inactive Users to send out Ambition Invites.
-- OR --
Click the Envelope button in line with an individual User.
Users can also be invited from within their settings.
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