Move Users Between Administrations in Bulk

Need to move users from one administration to another? This guide explains how to do that efficiently using bulk upload and download in Excel.

This process is only possible between related administrations, for example a parent administration and its sub-administrations. If you’re trying to move users between unrelated environments, please contact support.

Overview of the Process

Moving users between administrations consists of three steps:

1. Export user data from the source administration and separate it into two files.

2. Import selected users into the target administration.

3. Re-upload remaining users to the source administration to remove transferred accounts.

🔍 Want to move a single user instead? Follow the guide on Adding existing users to other administrations

Step 1: Prepare User Data in the Source Administration

1. Open the source administration and go to Settings → Users.

2. Click More → Download to export the current user data in Excel format.

3. Open the downloaded Excel file.

4. Create a new Excel file:

   • Cut (Ctrl+X) the rows for the users you want to move.

   • Paste (Ctrl+V) them into the new file.

   • Make sure to include the headers.

5. Save both files with clear, recognizable names (e.g. Remaining_Users.xlsx and Moved_Users.xlsx).

💡 Tip: Always keep a backup of the original export before editing.

Step 2: Upload Users to the Target Administration

1. Switch to the target administration by clicking the administration name in the top-right corner.

2. Go to Settings → Users.

3. Click More → Upload.

4. Select the file containing the users to move.

5. Ensure the following options are selected:

   • ✅ Excel file contains headers

   • ✅ Append data to the system

6. Click Save to import the users.

🛠 These users will now be added to the new administration with their existing login credentials intact.

Step 3: Update the Source Administration

Now that the moved users have been uploaded elsewhere, it’s time to clean up the original list.

1. Switch back to the source administration.

2. Go to Settings → Users.

3. Click More → Upload.

4. Select the Excel file that contains only the users who remain.

5. Ensure the following settings:

   • ✅ Excel file contains headers

   • ❌ Append data to the system (make sure this is unchecked)

6. Click Save to overwrite the previous list.

⚠️ Unchecking “Append data to the system” ensures that only the users still listed in the file remain active. Users not listed will be disabled or removed from the source administration.

What Happens Next?

✅ The moved users will now appear in the new administration.

✅ They keep their existing login credentials and access the new environment without disruption.

❌ They will no longer appear in the original administration.