Bulk Import (CSV / XLSX)
When you have more than a handful of users to create, Import loads them from a spreadsheet instead of adding them one by one. It's available on the Users page (for each user type) and for Administrators.
How it works​
- Click Import and pick the user type (Healthcare professionals, Organizations, Patients, or Devices).
- Download template gives you a spreadsheet with the right columns for that type.
- Fill in one row per user, then upload the file.
Supported formats: .xlsx, .xls, .xml, .csv, .txt, .ods.
Required columns and validation​
Email is always required. Other required columns depend on the type — for example a Patient needs a Parent organization ID (the organization it shares data through; see Managing Users), and a Device can carry a Serial number. Cockpit validates the file and skips any row that's missing a required column or has an invalid email, listing them so you can fix them.
Import is atomic. All valid rows are created together in a single operation — if one fails, none are created. On a partial failure Cockpit reports "N of M entries were imported" and lets you retry the remaining rows.
Where to go next​
- Managing Users — the user types and their fields.
- Administrators — the same import flow for admins.
- Organization — the parent organization a patient row references.
Cardinal SDK reference: Registering users — creating users programmatically from the SDK.