Ensure you have your XLSX file ready with the necessary details of the users you want to import. The required format can be found in the ‘targets.xlsx’ file. The standard format usually includes columns for first name, last name, email, job title, and contact number. Required Fields in XLSX File: First Name:<\/strong> The user\u2019s first name. Step 1: Begin at the ‘Targets’ Section<\/strong> Access the ‘Targets’ option on your PhishGrid Menu.<\/p>\n\n\n\n Step 3: Opt for ‘Import Targets’<\/strong><\/p>\n\n\n\n Step 4: Upload the CSV File<\/strong> Step 5: Execute the Import<\/strong><\/p>\n\n\n\n <\/p>\n","protected":false},"excerpt":{"rendered":" Importing users into your PhishGrid platform via a XLSX file is an efficient way to add multiple targets to your phishing campaign […]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[45],"doc_tag":[],"class_list":["post-6528","docs","type-docs","status-publish","hentry","doc_category-targets"],"year_month":"2025-04","word_count":324,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Madhurendra","author_nicename":"madhurendra","author_url":"https:\/\/phishgrid.com\/blog\/author\/madhurendra\/"},"doc_category_info":[{"term_name":"Targets","term_url":"https:\/\/phishgrid.com\/kb-category\/targets\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/docs\/6528","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/comments?post=6528"}],"version-history":[{"count":3,"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/docs\/6528\/revisions"}],"predecessor-version":[{"id":6621,"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/docs\/6528\/revisions\/6621"}],"wp:attachment":[{"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/media?parent=6528"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/doc_category?post=6528"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/phishgrid.com\/wp-json\/wp\/v2\/doc_tag?post=6528"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Available user information fields: <\/strong><\/p>\n\n\n\nCSV File Field<\/strong><\/td> Description<\/strong><\/td> Formatting Requirements<\/strong><\/td><\/tr> Email (Required)<\/td> The user\u2019s work email address. Must match an allowed domain.<\/td> Standard email format (e.g., user@yourdomain.com). Avoid personal email domains like yahoo.com or gmail.com.<\/td><\/tr> First Name (Required)<\/td> The user’s given name.<\/td> Standard text. Ensure proper capitalization for consistency.<\/td><\/tr> Last Name (Required)<\/td> The user’s family name or surname.<\/td> Standard text. Ensure proper capitalization for consistency.<\/td><\/tr> Job Title<\/td> The user\u2019s official position within the organization.<\/td> Standard text. Titles should be consistent with organizational roles.<\/td><\/tr> Contact Number<\/td> An alternate or additional contact number.<\/td> It should be a valid contact number<\/td><\/tr> Group<\/td> Assigns the user to a pre-existing group.<\/td> Group name must be an exact match to the existing group in PhishGrid.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
<\/strong>The XLSX file must include the following mandatory fields for each user:<\/p>\n\n\n\n
Last Name: <\/strong>The user\u2019s last name.
Email:<\/strong> A valid work email address. This is the most critical piece of information as it is the primary method of contact for phishing simulations.<\/p>\n\n\n\nSteps to Import Users<\/strong><\/h2>\n\n\n\n
<\/p>\n\n\n\n![\"\"](\"https:\/\/lh7-us.googleusercontent.com\/uJOtZ1aXXungfwfPKNj7ZrV_qVAcSA_Fv0WTCXhj6YKohoN_HRnfgQxiHi7Gk_H4V-NKjMsD5I02rlmJfTYCEQimuOIaaojurl9Lv_c07nqNHgOMST3ZNDDAREWZ2R25ltNOAeflfzyhyYcYEi5QBtY\")
![\"\"](\"https:\/\/phishgrid.com\/wp-content\/uploads\/sites\/24\/2024\/04\/image-24.png\")
<\/figure>\n\n\n\n
Here you can import multiple users at once via a CSV file.<\/p>\n\n\n\n
Ensure your file matches the PhishGrid format requirements and contains the necessary headers for ‘First Name’, ‘Last Name’, and ‘Email’.<\/p>\n\n\n\n![\"\"](\"https:\/\/phishgrid.com\/wp-content\/uploads\/sites\/24\/2024\/04\/Screenshot-from-2024-04-09-15-49-15.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/phishgrid.com\/wp-content\/uploads\/sites\/24\/2024\/04\/image-25.png\")
<\/figure>\n\n\n\n
Click the ‘Import Targets’ button to proceed with the upload.<\/p>\n\n\n\n<\/ol>\n\n\n\n