How to Import Users with a CSV File

Importing Users with a CSV file

The CSV Import feature allows you to bulk import users and to add or change information about users. See the sections below to learn how to import users with a CSV file.

To import your users with a CSV file, download the CSV template navigating to Team → Employees → Import CSV in the Zepo platform. If you use Microsoft Excel for your CSV file, be sure to save this CSV file in the CSV UTF-8 format.

Import CSV

Available User Information Fields

The CSV file import feature allows you to import users in bulk and add information about these users. For more information about the available CSV fields, see the table below:

Important To have a successful import, the header fields in your CSV file must exactly match the information in the CSV File Field column in the table below. Microsoft Excel spreadsheets will automatically add quotes to comma-separated text within cells if exported as a CSV file. Please make sure to check your CSV file to see if your file matches the formatting requirements below.
CSV File Field Description Formatting Requirements Character Limit
firstname (Required) The user's first name. n/a — Note: This field is mandatory for a CSV file import. 0–255 characters
lastname (Required) The user's last name. n/a — Note: This field is mandatory for a CSV file import. 0–255 characters
email (Required) The user's work email address. youruser@yourdomain.com — Personal email domains such as yahoo.com or gmail.com will not be accepted. Note: This field is mandatory. n/a
groups (Required) Use the Group field to automatically add this user to a new or existing group. If adding a user to an existing group, you must match the existing group name exactly. To add to more than one group, separate with ; — Note: This field is mandatory. 2–64 characters
timezone (Required) The user's time zone. Examples: Europe/Paris, Europe/Madrid, Australia/Lindeman. Must use Zone IDs defined by IANA. View timezone list — Note: This field is mandatory. n/a
language (Required) The user's native language. Must match a BCP47 code. Examples: pt-BR, de-DE, en-GB, es-ES, fr-FR, it-IT, nl-NL, pt-PT, pl-PL — Note: This field is mandatory. n/a
country (Required) The user's country. Must match existing country codes defined by IANA. View timezone list — Note: This field is mandatory. n/a
phone The user's phone number, used in some templates and future features. Must meet E.164 specifications: a + sign, international country calling code, and phone number. n/a
exposure_level (Required) The user's exposure level. Represents the user's risk exposure level based on job and position. e.g. an executive or tech team member has a high exposure level. A warehouse worker who rarely uses email would be level 1. Note: This field is mandatory. 1–3
training_level (Required) The user's training level. Represents the user's educational level in cybersecurity. Used to adjust training sessions and simulations. Note: This field is mandatory. 1–4
employee_id The user's employee ID. n/a 0–255 characters
job_position The user's job position. n/a 0–255 characters
division The user's division. n/a 0–255 characters
department The user's department. n/a 0–255 characters
supervisor_name The user's supervisor's name. n/a 0–255 characters
supervisor_email The user's supervisor's email address. supervisor@yourdomain.com — Personal email domains such as yahoo.com or gmail.com will not be accepted. n/a
Attention! Only the fields marked as required are necessary, but it's important not to change the structure of the rows in the CSV file. It's sufficient to leave a space between the commas for fields you don't want to fill.

Once the file is filled, you can upload the file in Team → Employee → Import CSV. If the file does not contain any errors, a summary will be automatically downloaded with information about the users and groups created.