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Adobe Sign ServicesAdvantage 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 AI 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 SearchTurboEnginesX-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 ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Collaborate

General Usage

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Adding or Editing Users in Bulk

Add or edit users in bulk to Conga Collaborate by uploading a CSV file.

Add or edit users in bulk by uploading a CSV file. Required fields are full name and email.

Adding or editing large numbers of users one by one is time-consuming and tedious. Use the Bulk Upload tool to quickly create new users or make mass updates to existing users.

To Bulk Add Users

  1. From the User Dropdown menu in the top right corner, click Administration.
  2. Click Users.
  3. Click Bulk Upload in the top right corner.
  4. Use the sample CSV files to determine the fields available for edit.
  5. Set up your CSV file according to the rules presented in the sample CSVs.
  6. Review the Attribute Mapping section and confirm that you have the correct column headers in your CSV.
  7. Review the Default Values section and confirm you want to use the selected values.
  8. Click Choose File and select your CSV file.
    • If you do not want your users to receive confirmation emails, checkbox beside Don’t send confirmation emails.
    • If you want to edit existing users, check the box beside Edit Existing Records? Collaborate will search for an email match between an existing user and a record in the CSV file and update that user within Collaborate. This can be used for mass updates for general information like notification preferences or time zones.
  9. Click Save. A confirmation or error message displays to let you know if the upload is successful. If an error occurs, there is a description of the error.
User Guide
Collaborate

January 7, 2025