---
title: "Importing Users via Excel"
slug: "how-to-add-and-connect-users-to-projects-via-excel"
updated: 2024-01-04T13:03:03Z
published: 2024-01-04T13:03:03Z
canonical: "success.panaya.com/how-to-add-and-connect-users-to-projects-via-excel"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://success.panaya.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing Users via Excel

This article explains how to **add new users in bulk**, **connect** them to the relevant Panaya **projects**, **connect existing users to projects**, and assign them with appropriate **Roles**.

1. Click on the **Setting button ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640088810242.png)** to open up the **Settings panel**, then select **Users** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640088822964.png)
2. Select to **Import from Excel** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640088837874.png)
3. Select the **Add and Connect Users** option and click **Next**

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-MDXBLZK6.png)
4. Click on **Download our template** to download the template for importing.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-2Y85VAG9.png)
5. Open the file and begin filling in the details for all users you wish to import - First and Last Name, Email, Status, SAP User Name (where relevant).
  - To connect **existing users** to projects and assign them with roles -
    - First, export the list of users as described in [this article](/v1/docs/how-to-export-users)
    - Proceed with the import process as described below
6. To define **Roles** for each user **(optional)** -
  - Fill in one or more **Roles** for each user in the Roles column. [You can select from Predefined Roles](/v1/docs/what-are-predefined-roles) [To learn more about how to customize Roles, click here](/v1/docs/how-to-define-roles-permissions) For **multiple Roles**, separate each Role with a comma. Roles are case-sensitive. Undefined Roles will be ignored.
  - For the **Roles Action** column, select one of the following options for each user -
    - **Add** To add the role(s) defined, in addition to any existing user roles
    - **Remove** To remove the role(s) defined from existing assigned roles
    - **Replace** To replace all existing roles with the list of provided roles
    - **Clear all** To clear all existing roles
    - **Don't Change** To avoid making any changes to currently assigned roles
  - Panaya will only make changes to Roles if -
    - The Roles exist in the current Panaya account.
    - If you have more than one Panaya account, verify that the relevant account is selected using the Switch Accounts button.
    - The user is associated with Projects you can edit
7. **Save** the template file locally.
8. Click on **Browse** and select the template file. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640088861937.png)
9. **Select the project(s)** to connect users. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1640088868469.png)
10. Click on **Import Users**