--- title: "Importing User Details Using Excel" slug: "importing-user-details-using-excel" updated: 2026-02-26T14:53:20Z published: 2026-02-26T14:53:20Z canonical: "help.symphonysummitai.com/importing-user-details-using-excel" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Importing User Details Using Excel You can import User details to the Apex database manually. The uploaded details can be mapped to the User properties, such as Employee ID, Designation, Location, and so on. Only Microsoft Excel (.xls) files can be uploaded. #### To import Users from Microsoft Excel: 1. Navigate to **Admin** from **Workspace and click > Users > Import > Excel Import.** 2. Click **Download User Import** on the **Actions** panel. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-ID47WNX5.png) Figure: Excel Import page 3. Fill in all the mandatory details in the downloaded Excel template and save. ![USER DETAILS IMPORT TEMPLATE with data](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/importing-user-details-using-excel-image-zypr41z5.png) Figure: User Details Import Template Note: - - The **LoginType** field is mandatory. - The Users can log into the Application by selecting the Form Login or NT Login ID option. For more information, see Adding Users. - If the **Active** field is True, the User details are displayed on the **USER LIST** page. If it is False, the User details do not display on the **USER LIST** page. To view the inactive User details on the **USER LIST** page, select the **Include Inactive** check box. By default, the value is considered as True if the value for the **ACTIVE** field is not provided while mapping the field. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-9XM96ENF.png) Figure: USER LIST page - The Alternate E-mail IDs are displayed under the **Alternate E-mail IDS** section on the **COMMON MASTERS** page. ![USER DETAILS IMPORT TEMPLATE with data.](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/importing-user-details-using-excel-image-zgbv4ndq.png) Figure: USER DETAILS IMPORT TEMPLATE with data. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/importing-user-details-using-excel-image-wxdozxgp.png) Figure: EXCEL IMPORT page: MAPPING tab - The imported user details are displayed on the **USER LIST** page based on the data provided in the Excel template. ![USER DETAILS IMPORT TEMPLATE with data](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/importing-user-details-using-excel-image-w5wyejy3.png) Figure: USER DETAILS IMPORT TEMPLATE with data - The UT_ID displays the timezone of the users. If the timezone is not selected in the excel template, then the Application fetches the timezone detail that is defined under the **PREVIEW** tab. ![USER DETAILS IMPORT TEMPLATE with data](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/importing-user-details-using-excel-image-baxacjcp.png) Figure: USER DETAILS IMPORT TEMPLATE with data ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/importing-user-details-using-excel-image-tpgfu6ea.png) Figure: EXCEL IMPORT page: PREVIEW tab - The Form ID can be different from the Email ID. 1. On the **EXCEL IMPORT** page, under the **GENERAL** tab, upload the Excel sheet that contains the User details. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-31BG8SSR.png) Figure: EXCEL IMPORT page: GENERAL tab 2. Click **SUBMIT.** Select the radio button for the sheet from which you want to import the User details. Click **NEXT.** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-OHVVIAOY.png) Figure: EXCEL IMPORT page: GENERAL tab 3. The **MAPPING** tab displays the list of fields with its mapping result. A table listing mapped data of the file in the **Source** field with the attributes in the **Destination** field is displayed. 4. Select the required options if not already selected. Click **NEXT**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-2JYXAM9K.png) Figure: EXCEL IMPORT: MAPPING tab Note: On the **EXCEL IMPORT** page, if the mandatory attribute value under the source section is blank, the Administrator must add a new column with value in the Excel template. Subsequently, on importing the Excel template, the value of the mandatory attribute will be fetched from the Excel template and populated under the associated Source field. These attributes are defined as a mandatory field on the Form builder page. 1. A table listing data from the Excel sheet is displayed under the **PREVIEW** tab. The fields displayed on this table depends on the fields mapped on the **MAPPING** tab. Select the Time Zone, one or more Role Templates, and click **SUBMIT**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-FZ3QNA3T.png) Figure: EXCEL IMPORT page: PREVIEW tab ##### Field Description The following table describes the fields on the **EXCEL IMPORT** page: | **Field** | **Description** | | --- | --- | | **DETAILS** | | **GENERAL Tab** | | Source | Click the **Upload** icon to attach a source file, which contains the details of the User(s). **Note:** Make sure that the source file is a Microsoft Excel Worksheet. You can import user data to the application only through an excel file. To import data to the Apex database, the Administrator must ensure the MS Excel Worksheet contains the fields as: ID, EmpID, UserName, E-mailID, NT_UID, Frm_UID, Tenant, Location, Country, Designation, ContactNo, MobileNo, JoinDate, EMPID - MGR, Address, UserRemarks, State, City, and Pin. | | **MAPPING Tab** | | Destination | Displays the Destination fields in the application database. | | Data Type | Displays the type of data required for the field. | | Source | Displays the Source fields in the Excel sheet. | | **PREVIEW Tab** | | Domain | Displays the list of all the Domains the User has access to. Select the Domain to which you want to assign the User. | | Time Zone | Select Time Zone from the list. | | Role Template | Select a Role Template. For information about Role Templates, see [Configuring Role Templates](/apex/docs/configuring-role-templates). | | Discard | Select the check box to discard a User from the import. The selected User is not imported. | ##### ACTIONS This section explains all the icons displayed on the **ACTIONS** panel of the **EXCEL IMPORT** page. **DOWNLOAD USER IMPORT TEMPLATE** Click **DOWNLOAD USER IMPORT TEMPLATE** to download the Microsoft Excel template that you can use to import Users. ### References - To import user details from other database, see [Importing User Details from DB](/apex/docs/importing-user-details-from-db). - To import user details from Active Directory, see [Importing Active Directory User Details](/apex/docs/importing-active-directory-user-details). ###