Lifecycle Insights allows users to be uploaded into a company site via CSV file.


Possible use cases: 

- track and compare users as they exist in other systems such as AD

- compare supported users that you bill for in your contract


Quick directions:

1. Choose your company to upload

2. Select Data Manager in left hand navigation

3. Click on import users tile

4. Confirm company, choose a default location if desired and create or select a source (Note: you cannot choose the source from your PSA integration -ie. if your users are being pulled from Autotask, you cannot choose that source)

5. Map first name, last name, and email and choose to load.


Here is a quick video walkthrough. Upload users via csv