--- title: "Import readers" slug: "import-readers" description: "Import up to 500 readers to your Document360 project using a CSV file, with SSO configuration and content access for efficient onboarding." tags: ["Import Readers", "CSV File", "Document360"] updated: 2026-10-21T07:14:38Z published: 2026-10-21T07:14:38Z canonical: "docs.document360.com/import-readers" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.document360.com/llms.txt > Use this file to discover all available pages before exploring further. # Import readers The **Import readers** feature lets you add more than five readers to your Document360 project in a single operation using a CSV file. You can import up to 500 readers at a time, with optional SSO configuration, content access, and group assignment applied to all imported accounts at once. --- ## When to import readers - You are onboarding a large number of readers at once (for example, after a product launch or company-wide rollout). - You need to add more than 5 readers and want to avoid creating them one by one. - You have a prepared list of reader email addresses, first names, and last names ready in a spreadsheet. --- ## Before you begin - Your project's reader access must be set to **Private** or **Mixed**. - You must have the **Admin** or **Owner** portal role, or a custom role with **Manage user** permission. - Prepare a CSV file using the Document360 template (downloaded during the import flow). Do not modify the column headers. - If you are importing SSO readers, have the SSO configuration name ready. - If you want to add the imported readers to a reader group, create the group first. See [Create reader group](/help/docs/create-reader-group). --- ## How to import readers 1. Navigate to **Settings** ( ) > **Users and security** in the left navigation bar of the knowledge base portal. 2. In the left navigation pane, navigate to **Readers & groups** > **Readers**. 3. Click the **Create** dropdown at the top right and choose **Import readers** to open the **Import reader** panel. 4. Select the **SSO user** checkbox to add the imported readers as SSO users. 5. If you selected the **SSO user** checkbox, select an SSO configuration from the **Select SSO** dropdown menu. 6. Download the CSV file template by clicking the **Download template** option. 7. Open the downloaded CSV file in a local application (such as Microsoft Excel) and enter the new account emails and first and last names. The template contains only the **Email**, **FirstName**, and **LastName** columns. 8. Save the file and upload it in the Document360 panel by clicking **Click to upload**. You can also drag and drop the file into the designated drop frame. 9. The data will be validated, and the **Valid emails** and **Invalid emails** will be listed in the **Validation summary** table. 10. Click **Skip invitation mail** if you don't want your new readers to receive an invitation email. 11. Assign the **Content access** for the imported readers. Optionally, select an existing reader group in the **Group** dropdown. 12. Click **Import**. ![Import readers panel showing CSV upload area, validation summary table, and content access and group assignment options.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/image-1767159616044.png) --- ## Considerations | Limit | Detail | | --- | --- | | Maximum readers per import | 500 | | File format | CSV only. Use the Document360 template — custom formats are not supported. | | Content access assignment | A single content access level is applied to all imported readers. Edit individual readers after import if different access levels are needed. | | Group assignment | Optional. A single existing group applies to all imported readers during import. You cannot create reader groups through the import. | | SSO configuration | A single SSO configuration applies to all readers in the import batch. | | Invalid emails | Rows with invalid or duplicate email addresses are skipped. Valid rows are still imported. | --- ## Best practices - Always use the downloaded CSV template. Uploading a file with different column headers or formatting will cause validation errors. - Review the validation summary before confirming the import. Fix invalid rows in the CSV and re-upload if you need all readers to be created in a single batch. - If you need to import readers with different content access levels or SSO configurations, split them across multiple import operations. - Use **Skip invitation mail** only when you plan to notify readers through another channel — readers cannot log in until they receive their invitation or are added via SSO. --- ## FAQ **What happens to invalid emails in the CSV?** Invalid or duplicate emails are listed in the **Validation summary** as **Invalid emails** and are skipped. All valid emails in the same file are still imported. **Can I assign different content access levels to different readers in the same import?** No. Content access is applied uniformly to all readers in a single import. Import in separate batches or edit individual readers after import to assign different levels. **Can I re-import the same CSV to add readers I missed?** Yes. Duplicate email addresses are detected during validation and skipped, so re-uploading a CSV that includes previously imported readers will not create duplicates. ## Related - [Import users](/import-users.md) - [Add reviewer](/add-reviewer.md) - [Add new user](/add-new-user.md)