Bulk Importing Users to Ninety

Discover how to quickly add several users to your Ninety account.

Written by Tommy Mains

Updated at May 7th, 2025

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Owners and Admins can use the Data Upload tool to bulk import users to the Directory. Navigate to  Company Settings > Data Import or start from the Directory:

  1. Click Directory from the left navigation.
  2. Click the Import users via CSV button on the top right of the page.
  3. Verify you're ready to proceed, then click Proceed.
  4. Download our template.
  5. Follow the directions on the Data Import page to fill out the template.
  6. Upload your file in Company Settings > Data Import.

 

Read through the tabs below to learn more about preparing for a bulk upload, read through the tabs below.

Add licenses

Before uploading your file, you can add the number of licenses you'll need through the billing portal. We'll automatically add licenses to your account based on the number of Team Member, Manager, Admin, and Coach roles uploaded.

Add Licenses

 
 

Create teams

One of the key benefits of the bulk upload process is to get your new users assigned to their teams in the same process. If you just created your company on Ninety or have more teams to add, be sure to create those teams before uploading your file.

Create a team

 
 

Download the template

Click the Download template button on the Data Import page to download our .csv file template for bulk user uploading.

 
 

User Roles

You can select each user's role by writing it in the “Role” column of the template. Here's a brief description of each user role. Anyone without an assigned role on the template will be automatically designated as a Team Member in Ninety, which requires a paid license.

Owner Can view and edit company settings and all items within public and private teams. Is the only user who can delete the company account.
Admin Can view and edit company settings and all items within public and private teams.
Manager Can view and edit all items within their assigned teams. Can invite users and create new teams.
Team Member Can view and edit all items within their assigned teams.
Inactive Does not have access to Ninety but can be assigned a Seat on the Org Chart.
Observer Has view-only access to items within assigned teams. Cannot own items such as Rocks, Issues, or To-Dos.
Coach Can view and editing the entire company account. Cannot own items such as Rocks, Issues, or To-Dos.
 
 
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