As a Portfolium admin, you can bulk upload and import users into your account using a CSV file. You can download a template file with pre-formatted headers from the Upload Data page to ensure your CSV formatting is correct.
CSV File Headers and Formatting
The users CSV file includes many fields for you to utilize as you manage users in your account. Required and sticky fields are indicated below, as well as values specific to a field, as applicable.
Required Field* | Sticky Field^
In the Toolbar, click the Folios icon.
Note: If your account has not yet launched, you can also upload CSV files through the Activation tab.
In Account Navigation, click the Upload Data link . By default, the People tab is selected .
Drag and drop your CSV file to the upload area  or click the Browse Your Files link to select a file from your computer .
To download a template file, click the template file link .
Note: Some fields are required to import your CSV correctly. These fields are:
In your computer's Finder, select the CSV file you want to upload  and then click the Open or Select button .
Type the name of your file in the Name text field . You can add an optional description in the Description text field . Click the Next button .
You can view a sample of the records you uploaded via CSV. Confirm that the data is accurate and then click the Looks Good...Next button.
To start the import process immediately, click the Import Now button . To schedule the import process for a later date or time, click the Schedule Import button . To delete the import entirely, click the Delete button .
If you click the Schedule Import button, the Schedule Import window will display. Select a date and time for your import process . Select or deselect the checkboxes for your email preferences . To finish scheduling your import, click the Schedule button .
If you click the Import Now button, the confirmation window will display. Select or deselect the checkboxes for your email preferences  and click the Start button .
When your import process is complete, a summary card of the import will display in the Completed section of the Upload Data page. Click the title of your import to view the file details .
On the Import Details page, you can view a table containing your imported data , download a CSV of your data , select how many results to display per page , and navigate through multiple pages of data . To return to the Upload Data page, click the All People Uploads link .