How do I upload a list of License Holders to an App?

When you onboard an App that doesn't sync its users to Setyl automatically, you can upload a list of everyone who holds a license. Setyl then matches each row to the right Person or Service Account.

Where to get the list

Export a list of license holders directly from the App, usually from its admin or billing settings. A spreadsheet from your HR system, MDM or finance software also works, as long as it includes each license holder's email address.

Upload the list

1. Go to Apps > All Apps and select the Onboarding tab.

2. Open the App.

3. In the Onboarding checklist, find Add Licenses and click Upload List of Assignees.

4. Drag and drop your file (Excel or CSV), or click Or click here to copy paste table data and paste your rows.

5. Select the header row and match your columns to the fields in Setyl.

6. Check the data, then submit.

How does Setyl match license holders?

Setyl matches each row by email address to an existing Person or Service Account, so uploading the same list again won't create duplicates. Before you submit, Setyl shows any records that need a decision, such as:

• Emails in the list that don't exist in Setyl

• Service Accounts in the list that don't exist in Setyl

• People or Service Accounts in the list that are archived in Setyl

• Records archived as both a Person and a Service Account

• People assigned in Setyl but not found in the list

• People who are offboarding in Setyl

Each section explains its options on screen.