TABLE OF CONTENTS


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 from CSV.
  4. Click Download CSV template.

  5. Open the downloaded CSV 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. Specify user's first name.
    2. Specify user's last name.
    3. Specify user's email.
    4. Specify user's department.
    5. Specify user's office.


How to import a CSV to add users to a new Custom Group?

  1. Log in to Phish Insight.

  2. Go to Users Management and click Users.
     
  3. Click Import CSV.
     
  4. Click Upload File.
  5. Select your CSV file and click Open.

  6. Click Next.
  7. Update the name of your Custom Group if necessary.
  8. Click Import.
  9. Click Yes, proceed.
  10. Wait until the upload is finished in the import CSV status banner
    Note: Clearing the Import from CSV banner will remove all current CSV import status.

After the CSV file import is completed, you can now see your new Custom Users and Group.