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How to bulk upload identities (CSV)

Upload multiple identities at once using a CSV file.

H
Written by Harriet Christie

Summary

Instead of creating identities one at a time, you can upload a list of monitored users from a CSV file. You download a template, fill it in with your users, and upload it. After processing, MirrorWeb emails you a link to preview the import and finalise the identities. Bulk upload requires communications admin access.

Prerequisites

  • Login credentials to MirrorWeb Insight

  • Communications admin access

  • A list of the monitored users you want to add (name, email, and role for each)

Step-by-Step Instructions

Step 1: Open the bulk upload page

On the Identities page, open the Create identity menu and choose Upload identities. (If your organisation has no identities yet, you can also reach this from the "Upload" card on the landing screen.) The page heading reads Upload Identities, with a "Bulk upload identities" section: "Upload a list of monitored users through a CSV file".

The Upload Identities page

Step 2: Download the template

Under step 1, "Download the template", click Download template to get the template CSV file. Fill it out with your list of monitored users.

The template columns are First name, Last name, Primary email, and Role, plus optional platform columns for mapping accounts (for example, a microsoft-teams column). Valid role types are Staff, Client, Prospect, and Uncategorized.

The template download with the example CSV columns

Step 3: Upload your completed file

Under step 2, "Upload file", click the upload button and select your completed CSV file. The selected file name appears in the field. The page notes: "Once we've processed your upload we'll email you a link to view a preview of your import, with the option to finalize and create your identities."

If you select a file that is not a CSV, the form shows "Invalid file selected. Please select a CSV file" and the upload is disabled.

The file selector with a chosen CSV file

Step 4: Submit the upload

Click Upload (the button shows "Uploading..." while it submits). On success you are returned to the Identities list and a confirmation appears: "Bulk identity upload successful — Your list of monitored users has been successfully uploaded. We will email you once the processing is complete."

The Upload button

Notes

  • The upload accepts CSV files only.

  • Processing happens in the background; you will be emailed a link to preview and finalise the import.

  • If the upload fails, the page shows "Failed to upload identities".

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