Manage Multiple Employees At Once

You can download a CSV file containing a table of your existing employees and their settings. Modify this file to quickly change settings for your existing employees and to add new employees. Alternatively, you can create employees one at a time.

If you want to modify your employees' contact handling settings you must do so from ACD Users.

Processing bulk record creation or change requests can impact the performance of your system. To reduce the impact, it is recommended that you: 

  • Make your bulk upload updates outside of your normal business hours.

  • Reduce the amount of data to process by marking the rows that need processing in the Row Changed column in the CSV file. When you upload the file, select Changed Rows Only for Rows to Include.

  • Limit your uploads to 1,000 or fewer records per request. If this means uploading in batches, wait for one batch to finish processing before uploading the next.

  • Only click the submission button once, even if it takes time to respond.

  1. Click the app selector icon of app selector and select Admin.
  2. Click Employees.
  3. Click Import Employees.
  4. Click Download Template.

  5. Open the CSV file in a spreadsheet editor like Microsoft Excel or a text editor like Notepad.

  6. Modify the settings of existing employees as needed. Create new rows and enter details to create new employee profiles. Each new employee needs at least a Username, Email Address, First Name, Last Name, Role Name, and Team Name.

  7. Save the file.

  8. Return to the Import Employees page in CXone Mpower.

  9. In the Import Employees window, drag and drop the CSV file you saved in the indicated area.

  10. Click Upload. CXone Mpower redirects you to the Bulk Upload Portal where you can see the file upload progress on the Activity tab.

    You can navigate away from this page if you want. You will receive notification in Notification Center (the bell icon in the title bar) when the upload completes. You can click the notification to go to the Bulk Upload Portal and see details.

  11. If the upload failed due to errors in the file records, click Review Errors. Fields with erroneous values are marked in red and have instructions to help you correct the values. Open the CSV file, correct the errors, save the file, and upload the file again.