TABLE OF CONTENTS

• How to prepare a users' information in CSV format?
• How to import a CSV to add users to a new Custom Group?

Note: If you already have your Phish Insight v1 CSV file, you can skip preparing the users' information and proceed with importing it in Phish Insight v2.

How to prepare a users' information in CSV format?

1. Log in to Phish Insight.
   
   
2. Go to Users Management and click Users.
   
   
3. Click Import user list.
4. Click Template.
   
5. Open the downloaded template.
   
   
6. Add all your users' information in the file and save the changes.
   NOTE: Each file can only contain up to 15,000 records. You may split the records into multiple files if necessary
   

   

   1. First name
      
   2. Last name
   3. Email
      
   4. Department
   5. Office
   6. Position
   7. Manager
   8. Joined on

      
      

How to import a file to add users?

1. Log in to Phish Insight.
   
   
2. Go to Users Management and click Users.
    
3. Click Import user list.
    
4. Click Upload file.
5. Select your file and click Open.
   
   
6. Click Next.
7. Check the columns you would like to import and map it to equivalent Phish Insight columns on the left. You may also map columns with different column name (e.g. Office to Location).
   NOTE: Unchecked columns will not be uploaded.
   
   
8. Click Next. You will see the total number of users and preview of user information to be uploaded.
   
9. Create or select which group(s) you want to add the users if necessary. 
   
10. Click Import, then click Yes, proceed.
11. View the upload status in the Import user list section.
    Note: Clearing the Import user list section will remove all current file import status.
    

Once the file import has been completed, you can now see your new Custom Users and Group.