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Bulk Create Tenants with CSV

Create multiple tenants at once by uploading a CSV file. This is the fastest way to onboard many customers, keep setup consistent, and generate invite links you can send right away.

Templates and Default Roles

When Workspace templates are available in your workspace, the in-product sample CSV may include a Template column. Use that column when rows should be created from a saved template instead of configuring every tenant manually.

A selected template can supply package and default-role settings for the new tenant row. If invite links are enabled and the selected template has a default role, that role is used for the new tenant's invite link. If the template does not have a default role, provide a valid Default Invite Role in the CSV.

For a custom role that should be reused across many new tenants, create or choose an MSP-wide custom role in the Workspace template and set it as the template default role. Tenant-specific custom roles are for existing tenants and are not automatically copied to every tenant by CSV import.

Use the template value from the downloaded sample CSV or copy the value exactly as the bulk-create flow expects it. If a template was just created or renamed, download a fresh sample CSV before uploading your tenant list.

For the end-to-end setup flow, see Tenant Templates: Reuse Roles and Settings for New Tenants. For API-based setup, see Admin - Roles, Admin - Tenant, and Admin - Tenant Templates.

What this feature does

With Bulk Create Tenants, you can:

  • Upload one CSV to create many tenants in a single flow

  • Review and fix rows before submitting

  • Optionally enable invite links per tenant

  • Automatically generate invite links for successful tenants

  • Download a results CSV with success/failure details

Why customers use it

  • Faster onboarding: Create many tenants at once instead of one-by-one

  • Fewer setup mistakes: Built-in validation catches common CSV issues

  • Consistent configuration: Apply package and invite settings in one pass

  • Immediate outreach: Auto-generated invite links are ready to share after creation

  • Clear reporting: Results view and downloadable CSV make follow-up easy

Before you start

Who can use this

Bulk Create Tenants with CSV is an admin-side feature available in the MSP Admin Console on the Tenant Management page. It is not available to tenant end-users.

Permission requirements

  • create_tenants permission is required to access and use the Bulk from CSV flow

  • billing_report permission is additionally required to enable auto-purchase of licenses during bulk creation

Default admin roles that can use bulk CSV import

These roles include the create_tenants permission:

  • Admin

  • Primary Admin

  • Tenant Manager

Default admin roles that cannot use bulk CSV import

These roles do not include create_tenants by default:

  • Billing Manager

  • Helpdesk

  • Tenant-side roles (Client Admin, General User, etc.)

Who can use auto-purchase

If your CSV requires purchasing additional licenses, you must have both create_tenants and billing_report permissions:

  • Admin – Can bulk create and auto-purchase

  • Primary Admin – Can bulk create and auto-purchase

  • Tenant Manager – Can bulk create, but cannot auto-purchase unless the permission is added via custom role configuration

Prepare a CSV with these columns:

Required columns

  • Tenant Name

  • Package Name

Optional columns

  • Template

  • Enable Invite Link

  • Default Invite Role

  • Allowed Email Domains

Tips:

  • Use the in-product sample CSV as your template

  • Keep tenant names unique in the file

  • If Enable Invite Link is true, provide a valid Default Invite Role

How it works

  1. Open Create Tenant

  2. Select Bulk from CSV

  3. Upload your CSV file

  4. In Verify Tenants, review each row and fix any flagged fields

  5. Click Create tenants (or continue through purchase confirmation if prompted)

  6. Review Results

  7. Download the results CSV if needed

Auto-generated invite links

When invite links are enabled for a tenant row, the system automatically sets up account creation and produces a shareable invite URL.

After processing, you'll see:

  • Invite links in the Results table for successful rows

  • Invite links included in the downloadable results CSV

This lets you quickly copy and send links to end users without manually configuring each tenant afterward.

Common validation messages

You may be asked to fix rows for reasons like:

  • Missing required fields (Tenant Name, Package Name)

  • Duplicate tenant names in the upload

  • Unknown or ineligible package name

  • Invite link enabled but default invite role missing/invalid

  • Workspace domain missing (required to build invite URLs)

Fix the highlighted rows in the Verify step and continue.

Best practices

  • Start from the sample CSV every time

  • Run a smaller pilot batch first for large onboardings

  • Enable invite links only on rows where you're ready to invite users

  • Use allowed email domains when you want restricted self-signup

  • Download and save the results CSV for audit/support tracking

FAQ

Do I have to enable invite links for every tenant?
No. Invite links are optional and can be set per row.

Can a Tenant Manager use bulk create?
Yes, the default Tenant Manager role can bulk create tenants because it includes create_tenants. Tenant Managers cannot auto-purchase packages unless billing permission has been added through custom role configuration.

Does Default Invite Role mean the MSP admin role?
No. Default Invite Role is the tenant-side role assigned to users who sign up through that tenant's invite link. It must match an assignable tenant role.

Can I edit data before creation?
Yes. The Verify step lets you correct values before submitting.

Where do I find generated invite links?
In the Results screen and in the downloadable results CSV.

What if some rows fail?
Successful rows are still created. Failed rows show error details so you can correct and retry.

Limitations

File and data constraints:

  • Maximum 100 tenant rows per CSV upload

  • Tenant names must be unique within the file (case-insensitive) and limited to 255 characters

  • CSV must include exact required columns: Tenant Name and Package Name

Package and licensing:

  • If you don't have enough unassigned licenses, creation is blocked unless auto-purchase is enabled

  • Users without billing permission cannot proceed when the file requires purchasing new packages

  • When auto-purchase is enabled, processing is limited to 20 tenants per batch

Invite link requirements:

  • Invite links require a configured workspace domain; rows with invite links enabled will fail if the domain is not set

  • If Enable Invite Link is set to true, you must provide a valid Default Invite Role

  • Allowed Email Domains are only applied when invite links are enabled; otherwise they are ignored

Partial results:

  • Some tenants may be created successfully while others fail in the same upload

  • If a batch fails during processing, later batches may be marked as "not attempted" and require a separate retry

  • The feature does not update or modify existing tenants; it only creates new ones

Always review the results table and download the results CSV to identify any failed rows and follow up as needed.

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