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How do I import new users?

You import new users from a native integration (for example Salesforce) by using the Import users flow under Manage → Users.

Written by Mads Bakke

Role
Company Admin or User Admin
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Plan
All plans
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Prerequisites / who this applies to

  • You are Company Admin or User Admin in SalesScreen

  • You have at least one supported native integration connected (for example Salesforce, HubSpot, Dynamics, Azure AD, etc.)

  • The integration exposes the users you want to import

Step-by-step instructions

  1. Open User Management

    • Click Manage in the main menu.

    • Under Company, click Users.

  2. Open the import menu

    • In the top-right corner, click Add users.

    • Select Import users.

  3. Choose where to import from

    • In the import dialog, choose Import users from <system name>
      (for example Import users from Azure).

  4. Review and map users

    • For each user in the list:

      • If the person already exists in SalesScreen, choose Map existing and select the correct SalesScreen user.

      • If the person is new and should be created, make sure they are On / included.

      • If you don’t want them in SalesScreen, toggle them Off to exclude them.
        ​

  5. Complete the import

    • Double‑check the list for correct mappings and toggles.

    • Click Import / Confirm to finish.

    • New users are created; mapped users are linked to their integration identity.

What happens next

  • Newly created users appear under Manage → Users with their imported details.

  • Mapped users are now tied to their integration identity, so future data and SSO mapping work correctly.

  • You can immediately adjust roles, teams, and access levels for imported users if needed.

What if this doesn’t work?

  • Users are duplicated after import
    Some users were not mapped to existing accounts. Go back to Import users, and for each duplicate, use Map existing instead of creating a new user. Deactivate the extra user if needed.
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  • Some expected users are missing in SalesScreen
    They were probably toggled Off during import. Run the import again from the same system and turn those users On so they are created.
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  • A user can’t log in even though they were imported
    Check that the user is Active in Manage → Users, and that they have a valid email and role. If you use SSO, confirm their SSO email matches the SalesScreen email.
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  • I’m not sure what happened during the last import
    Open User logs (or audit logs) under Manage → Users to see which users were created, updated, or mapped in the last import.

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