Batch importing, exporting, or updating users on your Zoom account

You can add or update Zoom users by uploading a CSV file. You can also add users one at a time with user management.

Additionally, this feature allows you to upload a CSV file to import a group of users. You can manage users by adding, changing, updating, or deleting user group information when editing users through CSV upload. 

You can also deactivate, unlink, or delete several users at once.

This article covers: 

• How to import new users
  
  • Create a CSV file
  • Upload the CSV file to Zoom
• How to batch export users
• How to update existing users
  • Bulk update user type, licenses, and other information
  • Bulk update users' emails
  • Required CSV format

Prerequisites for importing or updating users

• Pro, Business, Education, or Enterprise account
• Account owner or admin privileges

How to import new users

Create a CSV file for users

Notes:

• You will need to create separate CSV files for each set of user types and features you would like to apply. For example, you need to create two CSV files if you want to add the following two sets of users: Licensed users with a Webinar add-on and Basic users with no add-ons. 
• Batch importing will not import account owners of paid accounts or accounts with any free trial. These users must be individually invited to the account. 
• Max records must be less than 9999.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Users.
3. Click the Users tab.
4. On the right side of the page, click Import.
5. Click Download CSV Sample to download a sample you can fill out.
   Note: You can also download a blank CSV sample for importing users.
6. Open the file, using spreadsheet software like Microsoft Excel.
7. Enter users' information following the CSV format.
   Each piece of information is a separate column. 
   Note: The first three columns are required. Information in the other columns can be changed after importing users. 
   
   • Email (required)
   • First Name (required)
   • Last Name (required)
   • Department
   • Manager
   • User Group
   • Job Title
   • Location
8. Save the spreadsheet as a CSV (comma-delimited) file.

Upload the CSV file to Zoom

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Users.
3. Click the Users tab.
4. On the right side of the page, click Import.
   Note: Depending on the features available on your account, you may have other columns available. Clicking Import will list the definable columns available for your account.
5. Select the user type, license(s), and features to apply to all users in the CSV file.
6. Click Upload CSV file.
7. Click the CSV file you created, then click Open.
   Users will now appear on the Pending tab of User Management. They will receive an account activation email and will appear in the users' list after they accept the invitation.

How to batch export users

You can batch export of list of all current users, their Zoom license and add-on assignments, their role, and more. 

1. ign in to the Zoom web portal.
2. In the navigation menu, click User Management then Users.
3. On the right side of the page, click Export then All users in the table.
   This will export a CSV file of existing users.

How to update existing users

You can batch-update existing users by exporting a CSV file of users, editing it, then uploading it to the web portal. 

Note: The formatting for importing users and updating users through CSV are different. Please ensure you are using the correct CSV template. 

Bulk update user type, licenses, and other information

1. Sign in to the Zoom web portal.
2. In the navigation menu, click User Management then Users.
3. On the right side of the page, click Export then All users in the table.
   This will export a CSV file of existing users.
   Note: This will export the users currently displayed. If you don't want to export all users, use the search box and filters to only display some users, then click Export.
4. Edit the CSV file using spreadsheet software like Microsoft Excel so that the exported CSV matches the required CSV format.
   Note: You can also download a blank CSV file for updating users.
5. Go back to the Zoom web portal.
6. In the navigation menu, click User Management then Users.
7. Click Import.
8. Click the Update Users tab.
9. Under Select an action from the options listed below, click the dropdown menu and select Update users’ information (user type, licenses, and other information).
10. Click Upload CSV File.
11. Click the CSV file you created, then click Open.
    Note: If you're having issues updating a user's phone number, you have to manually update their number by accessing their profile.

Bulk update users' emails

This feature must be enabled by Zoom. You can update users with the work email login type or SSO login type. To bulk update users' emails, you must have the Bulk update email addresses permission in Role Management. Learn more about using role management.

1. Sign in to the Zoom web portal as an admin with the role permissions to bulk update email addresses.
2. In the navigation menu, click User Management then Users.
3. On the right side of the page, click Export then All users in the table.
   This will export a CSV file of existing users.
   Note: This will export the users currently displayed. If you don't want to export all users, use the search box and filters to only display some users, then click Export.
4. Edit the CSV file using spreadsheet software like Microsoft Excel so that the exported CSV matches the required CSV format.
   Note: You can also download a blank CSV file for updating users.
5. Go back to the Zoom web portal.
6. In the navigation menu, click User Management then Users.
7. Click Import.
8. Click the Update Users tab.
9. Under Select an action from the options listed below, click the dropdown menu and select Update users' email.
   Note: If you are not signed in with two-factor authentication, you are required to enter a verification code sent to your email before you can proceed.
10. Click Upload CSV File.
11. Click the CSV file you created, then click Open.
    The request will process. If there are any errors, click the View Detail link in the banner for details about why the users' emails couldn't be updated. When the request is processed, users will receive an email notification with instructions to approve the email change request.

Required CSV format

• The CSV should only have these columns: Email, First Name, Last Name, Phone Number, Department, Manager, Group User Type, Large Meeting, Webinar, Zoom Events, Job Title, Location. Delete any extra columns not on this list, as well as any user profiles created by Zoom Rooms, before importing. This is particularly important when exporting the list of users and utilizing that CSV for uploading to update users. 
  Note: We only support adding 1 group for users by importing CSV file.
• Examples of valid values: 
  
  • User Type: Basic, Licensed, On-Prem
  • Licensed: Zoom One for Education Enterprise Essentials, etc.
  • Large Meeting: Large 100, Large 500, etc.
  • Webinar: Webinar 500, Webinar 1000, etc.
  • Zoom Events: Zoom Events 500, etc. 
• The Phone Number field is for the user's external phone number in their profile. For Zoom Phone direct and extension numbers, you can batch assign phone numbers using the Phone System Management section of the web portal.
• The format of the Phone Number field must be:
  [Label (optional)]: + [Country Code] [Phone Number] 
  • You can add up to 3 numbers.
  • Separate multiple phone numbers with a comma. For example:
    Mobile: +1 8887999666, +1 8888999666
    • Make sure the phone number contains the following (don't use spaces or dashes):
      
      1. Plus sign (+)
      2. Country code
      3. Area code
      4. Phone number
    • Some spreadsheet software will not allow a cell to begin with a plus sign. You can save the CSV file then open it in a text editor to add the plus sign (+). When viewing the CSV file in a text editor, the phone number may or may not be in quotation marks (either format will import successfully). If using Microsoft Excel, enter a single quote mark before the plus sign ('+) so you can enter the plus sign without creating a formula.
  • The label can be Mobile, Office, Home, or Fax
  • You can only apply one label to each phone number
• If you don't want to change a field for the user, leave it blank. Leaving a blank entry will not update or clear the values in Zoom. For example, if you leave a department blank and the user already has a department, their department will not be changed or cleared.