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Batch importing and updating users Follow

Overview

You can add or update Zoom users by uploading a CSV file. You can also add users one at a time with user management.

This article covers: 

Prerequisites

  • Free with credit card, Pro, Business, Education, or Enterprise account
  • Account owner or admin privileges

Importing new users

Follow these two sections to batch import new Zoom users.

Creating a CSV file

Notes:

  • You will need to create separate CSV files for each set of user types and features you would like to apply. For example, you need to create two CSV files if you want to add the following two sets of users: Licensed users with a Webinar add-on and Basic users with no add-ons. 
  • Batch importing will not import users with paid accounts or accounts with any free trial. These users must be individually invited to the account
  • The maximum number of users per CSV file is 9999.
  1. Download the CSV sample you can fill out.
  2. Open the file using spreadsheet software like Microsoft Excel.
  3. Enter users' information following the CSV format. Each piece of information is a separate column. 
    Note: The first three columns are required. Information in the other columns can be changed after importing users. 
    • Email (required)
    • First Name (required)
    • Last Name (required)
    • Department 
    • User Group
    • IM Group
    • Job Title
    • Location
  4. Save the spreadsheet as a CSV (comma-delimited) file.

Uploading the CSV file to Zoom

  1. Sign in to the Zoom web portal.
  2. In the navigation panel, click User Management then Users.
  3. Click Import.
    Note: Depending on the features available on your account, there may be more definable columns than the sample provided. Clicking Import will list the definable columns available for your account.
  4. Select the user type and features to apply to all users in the CSV file.
  5. Click Upload CSV file.
  6. Click the CSV file you created, then click Open.
    Users will now appear on the Pending tab of User Management. They will receive an account activation email and will appear in the users list after they accept the invitation.

Updating existing users

Notes:

  • You can't update the phone number field using a CSV file. You have to update this in each user's profile or instruct users to update their profile themselves.
  • For Zoom Phone direct and extension numbers, you can batch assign phone numbers using the Phone System Management section of the web portal.
  • If the full user list is exported, Zoom Room users must be deleted from the CSV before importing. 
  • The CSV should only have these columns: Email, First Name, Last Name, Phone Number, Department, User Type, Large Meeting, Webinar, Job Title, Location. Delete any extra columns not on this list.
  • Examples of valid values: 
    • The format of Phone Number should be: +[Country Code] [Phone Number]. For example: +1 8887999666
    • User Type: Basic, Licensed, On-Prem
    • Large Meeting: Large 100, Large 500, etc.
    • Webinar: Webinar 100, Webinar 500, etc.
  • Leaving a blank entry will not update or clear the values in Zoom. For example if you leave department blank and the user already has a department, their department will not be cleared.
  1. Sign in to the Zoom web portal.
  2. In the navigation panel, click User Management then Users.
  3. Click Export to export a CSV file of existing users.
    Note: This will export the users currently displayed. If you don't want to export all users, use the search box and filters to only display some users, then click Export.
  4. Edit the CSV file using spreadsheet software like Microsoft Excel. 
  5. Go back to the Zoom web portal.
  6. In the navigation menu, click User Management then Users.
  7. Click Import.
  8. Click the Update Users tab.
  9. Click Upload CSV File.
  10. Click the CSV file you created, then click Open.
    Note: If you're having issues updating a user's phone number, you have to manually update their number by accessing their profile