Console CSV Import
A 6-step wizard that takes a CSV of identities and either invites them by email or creates them directly in the active Environment: the same outcomes as the per-row Console flows, sent in batches of 200 rows with each row's success or failure reported.
When to use the CSV wizard
Reach for the wizard when you have a list (exported from an HR system, a spreadsheet of new hires, a previous tenant's user dump) and you want to provision the whole batch in one pass with a human-reviewable preview before anything is written.
The two modes
Step 1 of the wizard locks the mode for the rest of the run. Pick the mode that matches how the identities should arrive in the active Environment. Account administrators can also import people into the Account-wide directory from the Admin Workspace; see Add and Manage Identities.
Bulk invite
Environment-scoped. Sends each row an email with a link to accept. The identity, its access to the Environment, and any optional role + node assignment are created when the recipient accepts. Best when the recipient should choose their credentials, typical for new hires and external collaborators.
Bulk create
Environment-scoped. Writes the identities directly. No email is sent. Optionally accepts a password column for a starting password (8–64 characters), plus an optional role_id + node_id pair per row to bundle an assignment. Best for migrations, pre-provisioning ahead of go-live, or federated/SSO identities where authentication won't be a Canopy password.
Walking through the wizard
In the Developer Console, open Identities → Overview (under Access Control) and click the Import CSV card. The wizard opens at step 1.
- Application
- Developer Console
- Path
- Access ControlIdentitiesOverview
- Opens with
env_identities.manageInvite, create, import, edit, and remove identities in the Environment, and assign their roles.
- Context
- Select an Application and an Environment in the switcher first; the page belongs to that Environment.
Six steps
#, and shows a summary of rows, columns, delimiter and encoding on success. Up to 10 MB and 10,000 rows per file.E-Mail → email, Surname → last_name). Each column carries a badge: Exact match, Fuzzy match (matched through an alias), or Unmapped. Override any column from the dropdown, or leave columns the wizard didn't recognise on Ignore this column. Required-field-missing alerts appear at the top until every required field is mapped.send_email truthiness). The stats panel summarises valid / warning / error counts. Rows with errors are tinted, list what's wrong in the Issues column, and are deselected: their checkbox stays disabled until the source CSV is fixed and re-uploaded.identities/bulk-create endpoint, or identity-invites/bulk-create in invite mode, each batch with its own idempotency key. A live progress bar tracks the run, and Cancel sending stops it before the next batch. A batch that fails on a network error or a 408, 429, 500, 502, 503 or 504 is retried up to 2 times, waiting 1s → 2s between tries.Common pitfalls
First time setting up?
On a fresh Environment (every new Application is seeded with an empty Development and Production Environment), Access Control → Overview shows a banner that begins You haven't invited any users or assigned them roles yet. Click Complete Invite & Assign Users Setup to open the Setup guide, a floating checklist that opens on its first unfinished invite or assignment step. Each step links directly to the right page and offers help alongside, so you don't have to bounce between docs and the Console to figure out where to click next.
What the guide walks you through:
Tell us how we can improve this guide.