⬇️ 1: Download the CSV Template
Start by downloading the official CSV User Template. This template contains all required columns in the correct format.
Important: Please do NOT rename, remove, or reorder any columns. The system relies on the exact column names to automatically map data correctly.
📝 2: Complete the CSV Template
Fill in each column with the relevant user information:
Attribute Name | Description |
First Name | First name of the user |
Last Name | Last name of the user |
Company email address of the user | |
Management | Company email address of the user’s manager (must also be included in the uploaded user list) |
Group | Reporting group (e.g., organizational unit, location, rank). Only one group per user can be assigned via CSV |
Main Phone Number | User’s landline or Teams phone number (prioritized for vishing calls) |
Mobile Phone Number | User’s mobile number (prioritized for smishing). If only one phone number exists, it will also be used for vishing |
Status | Determines whether the user receives simulations: |
Salutation | Indicates the user's gender: If set to |
Language | User’s preferred language Supported Languages and Format (Language (Format): German (DE), Spanish (ES), French (FR), Portuguese (PT), Brazilian Portuguese (BR), Italian (IT), Dutch (NL), Korean (KO), Malay (MY), Chinese (ZH), Japanese (JA), Russian (RU), Arabic (AR), Hindi (HI), Turkish (TR), Polish (PL), Swedish (SV), Danish (DA), Finnish (FI), Czech (CS), Greek (EL), Bulgarian (BG), Croatian (HR), Slovenian (SI), Slovak (SK), Lithuanian (LT), Thai (TH), Romanian (RO), Indonesian (ID) |
Job Title | User’s job title |
Country | Country where the user is located |
Time Zone | Time zone in Java TimeZoneID format |
Department | Department the user works in |
⬆️ 3: Save and Upload the CSV
Once all fields are completed:
Save the file as a
.csvNavigate to the
EmployeespageClick the
AddbuttonAt the bottom of the pop-up, select the option to upload a CSV
You will now be prompted to map CSV columns to system attributes. If you used the original column names from the template, mapping will occur automatically. If not, manually select the correct attribute for each column
🔎 4: Submit and Review
Click
SubmitVerify that all fields were imported correctly and assigned to the appropriate users
✅Final Checklist
Ensure all email addresses are valid and unique
Include managers not included in the Simulation run as Inactive in the upload if they are referenced
Avoid blank required fields
Use the template formatting without modifications