Importing People

Import people into your directory via CSV upload. This is the fastest way to populate department data and enable department-level analysis across your dashboards.

Prerequisites

• Owner or Admin role required
• CSV file with at least an email column

Uploading a CSV

1. Navigate to People Directory in the Admin section
2. Click Download Template to get a CSV with the correct headers:
   • email (required), displayName, jobTitle, department, team, managerName
3. Fill in your data and upload the file (drag-and-drop or click to browse)
4. Review the preview:
   • Green count: valid rows that will be imported
   • Red count: invalid rows with errors (hover for details)
   • Duplicate rows are flagged
5. Choose your import mode:
   • Merge (default): adds new, updates existing, preserves everyone else
   • Full Sync: adds new, updates existing, deactivates people not in the file
6. Click Import

Maximum file size: 5MB. Maximum rows: 10,000.

Import Modes

Merge (Default)

Adds new people and updates existing ones matched by email address. Never deactivates anyone. Use this when you want to add people incrementally without affecting existing directory entries.

Full Sync

Same as Merge, plus marks people not in the CSV as inactive. Use this when you want the directory to reflect exactly who is in your CSV. People in the database but not in the file are automatically marked inactive with a deactivation reason of "csv_full_sync."

Enriching Department Data

Two ways to get department information into Velnoro:

1. CSV import: Include the department column in your CSV upload
2. Graph API: Add User.Read.All permission to your Microsoft connection. Velnoro enriches owner data with department, job title, and manager after each scan.

Department data enables the Departments tab on Capability Insights and department filtering across dashboards.

Troubleshooting