Bulk User Upload

If you would like to add several user profiles at once to your account as part of your onboarding, please download the file “Userlist – Groups.xlsx” below and send the completed version to support@kordiam.io. We will then upload the user profiles for you free of charge.

If, however, you already have an existing account and wish to perform a migration or switch to a new account, we also offer the user upload service – in this case, a fee will apply. Please contact our support team for details.

1. Download & prepare the file

Download the template “Userlist – Groups.xlsx” from Kordiam Support. The file contains three example tabs: Group 1, Group 2, and Group 3.

2. File structure

• For each group in your Kordiam account, create a separate tab.
• Name each tab exactly as the group is named in Kordiam (e.g., “Newsroom”, “Social Media”).

• The provided tabs (“Group 1”, “Group 2”, etc.) serve as templates and should be renamed accordingly.

   

3. Fill in user data – one profile per row

Fill in one user profile per row. The file contains the following columns:

• First Name – User’s first name (mandatory)
• Last Name – User’s last name (mandatory)
• Email address – Unique user email address (mandatory)
• Screen Name (optional) – Display name or short name
• Office phone (optional) – Office phone number
• Mobile phone (optional) – Mobile phone number
• Cost center (optional) – Cost center or billing unit
• External User ID (optional) – Custom external identifier (e.g., for HR systems or integrations)

Notes:

• At minimum, please provide first name, last name, and email address so the profile can be created.

• Each user profile should only be assigned to one group.

   

4. Group assignment – one group per user

• Please only assign one group per user profile.

• If a user should belong to multiple groups, please assign them to their primary group and consult Kordiam Support about extended access configuration.

   

5. Freelancers & external users

• Please list freelancers/external users in a separate file. To avoid confusion, we kindly ask you to name the file in a way that makes it clear it contains freelancers (for example, “Userlist – Freelancers.xlsx”).

   

6. Send & upload the file

Once the file is completed:

• Save it.
• Send it by email to support@kordiam.io with a subject line like, e.g., “Bulk User Upload [Your Company Name]”.

• The Kordiam team will import the user profiles for you.

   

7. Cost information

• For new customers during onboarding, the user upload is free of charge.
• For existing accounts (e.g., during migrations or when creating a new account), the user upload is subject to a fee. Please contact support@kordiam.io for details.