Import users from Microsoft Entra ID

Import select users

This procedure can be used by system administrators to import select users from Microsoft Entra ID.

1. User will be imported with the current session company as their default company. Change current company if applicable before importing users.
2. Go to System administration > Users > Users.
3. Click Import users.
4. Select the users that should be imported and select Import users.

After import is completed it will be required to assign roles to users.

Import users in bulk

This procedure can be used by system administrators to import a large number of users from Microsoft Entra ID. Note that it is not possible to select users when using the Batch import option.

Run the import as a batch job

1. User will be imported with the current session company as their default company. Change current company if applicable before importing users.
2. Go to System administration > Users > Users.
3. Click Batch import.
4. Expand the Run in the background section.
5. Select Yes in the Batch processing field.
6. In the Batch group field, enter or select a value. This is an optional step.
7. Select Yes in the Private field. This is an optional step.
8. Select Yes in the Critical job field. This is an optional step.
9. In the Monitoring category field, select an option.
10. Click OK.

After import is completed, it will be required to assign roles to users.

Run in a sandbox environment

1. Select Batch import.
2. Select OK.