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Advantage Platform Administration

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Adobe Sign ServicesAiMeAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Advantage Platform Administration

User Management

Importing Users

  • A valid CSV file to upload users from an external data source.
  • You are an administrator.
  • Verify that the correct identity provider is configured as the organization's default IdP. All imported users are created using the default IdP. For example, if Salesforce is set as the default IdP, all imported users are created with Salesforce IdP.

Use the bulk import feature to import users from an external data source into the Conga Advantage Platform. This feature allows you to add new users but does not support updating existing users.

Note:

You cannot bulk-import guests, community, or integration users.

  1. Log in to the Conga Advantage Platform as an administrator.
  2. Click the App Launcher () icon in the top-left corner, then Admin Console > Users.
  3. From the Users list page, click Bulk Import.
    The Bulk Import pop-up appears.
  4. Click Download 'upload_file_format_csv' to download the sample template file.
  5. Open the CSV file and add the import data.
    Note: For all entries, the UserType value must be set to External.
  6. Browse for the updated CSV file or drag and drop it into the Bulk Import pop-up.
  7. Click Upload.

The system validates the uploaded file. If validation fails, you'll see an error message. If there are no errors in the file, the users are imported.

Administrator Guide
Conga Advantage Platform Administration

October 5, 2026