Import Users in Salesforce Spiff Manually

Download and Modify the Template

1. From the Admin menu, select Users.
2. Click Upload in the toolbar.
3. Download and modify the template file with the users you want to add.

The template includes these columns.

Column	Required?	Values
external_id	Required	Each entry must be unique. Duplicate entries overwrite the existing record. Use the same ID when updating users.
email	Required	Email of the user. You can modify this value after the upload is complete.
name	Required	Name of the user. You can modify this value after the upload is complete.
role	Required for default roles	One of the default user roles in Spiff. You can modify this value from the Role Management page after the upload is complete. Use exact spelling. company_admin finance editing_manager manager representative deactivated it_support See User Roles and Permissions in Salesforce Spiff. If you’re assigning custom roles, delete this column from the template and use the role_uuid column instead.
role_uuid	Required for custom roles	The alphanumeric UUID of a custom role that an admin created in Spiff. See Create a Custom Role in Salesforce Spiff. To find the UUID of a custom role, select the role on the Role Management page and copy the UUID from the page URL, such as e9591490-cd7f-4309-84c7-061fdb6894e6. If you’re assigning default roles, omit this column and use the default role column instead.
preferred_currency_code	Optional	Use three-letter ISO codes. At least one conversion rate for the currency must exist in Spiff, otherwise the record shows an error and the import fails. You can modify this value after the upload is complete. For supported currency codes and information about converting currencies, see Currency in Salesforce Spiff.

Important When you edit the file, don’t edit the field headers on the template. Make sure that you specified the four required fieldsfor each record. Remember to delete the example records.

Option 1: Upload the Modified Template

Spiff provides two ways to import the users you added to the template. The quickest option is to upload the modified file in the Users page of the Admin menu. This option maps the records in the .csv file to normalized Spiff user table entries for you. You don't have to specify the data mapping.

Note You can’t reference users that you add from the Admin menu in calculated fields or data filters in Designer. To reference users in calculated fields or data filters, add them from the Data Sources tab instead.

1. In the Upload Your Users to Spiff window where you downloaded the template, browse to the file you downloaded and modified.
2. To check for errors, click File Import Status in the toolbar.
3. Review and fix any errors, and try the upload again, if necessary.

Option 2: Add a Data Source

Alternatively, upload the .csv file through the Data Sources tab. This option requires some extra steps, but you have more control over the precise data mapping in Spiff. Users that you add from the Data Sources tab are available to reference in calculated fields or data filters in Designer.

1. Make sure that the tab in the .csv file where you added user records is named users.
2. Complete the steps in Upload Data in the Data Sources Page in Salesforce Spiff.
   1. On the Map Tables step, select users.
      
      If the users table doesn’t appear, return to the original file and change the tab name to users.
   2. On the Identify Primary Key step, verify that you selected the external_id field.
   3. On the Configure Fields step, make sure that you map the data to the users table in Spiff. Verify that all fields ‌are string data types.
      

After the upload is successful, each user record appears under Users in the Data Imports section.

Next, invite the users to Spiff. See Invite Users to Salesforce Spiff.

Tip If your company uses single sign-on (SSO) for usernames and passwords, your SSO identity provider provides access to Spiff, and you can skip the invitation steps.