Blend offers admins the ability to update users' information in bulk. In this guide, we'll cover how to format and upload the CSV file to ensure a successful update.
Construct the CSV file for import
Download the current User Data CSV file
Upload the CSV and create new users in Blend
Create a full record & trigger email of an activation link to user
CSV file format
The CSV headers will vary depending on which features your organization is configured with. Typically, headers will include the following:
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Note:
- Make sure there is no formatting and no duplicate users.
- Each row should include the appropriate user details (blanks are acceptable).
- For multiple roles, use pipes (e.g., “Loan Officer|Super”). The Loan Officer role has a hardcoded requirement of NMLS ID.
- Status = PROVISIONAL (Required and all caps).
- Login Method = email (no caps).
- If you are using Lender SSO, login method = SSO.
Construct the CSV file for import
The easiest method to construct the CSV is to download the current CSV file as it will already be formatted according to the features configured in your organization. You can then make the necessary edits to the CSV file and prepare it for upload.
Download the current User Data CSV file
1. As an admin, navigate to Your settings
2. Select Setup
3. In the Users section, click the ellipses (...)
4. Click Download CSV
A UserData.csv file will download. Open the file and follow the instructions to make the necessary edits.
CSV Header Details
Refer to the chart below for more details on each header.
Note: It is critical that headers are named correctly.
| Header | Required | Details |
| Branch | Optional | Branch name or number |
| Employee ID | Optional | Employee ID |
| Mandatory | Must follow standard email syntax | |
| LOS Username | Optional |
Important: Make sure that all of the LOs/users that would want to be assigned to a loan in Encompass have the LOS Username configured in Blend in the admin > User section
Otherwise, the exported loans will be assigned to the default assigned user. Encompass Lenders: Include the LOS Username value for all Loan Officer users in Blend. |
| NMLS ID | Mandatory, if the user has a Loan Officer role. |
Important: This is required for the role of a Loan Officer. In the sheet, add it as NMLS# |
| Phone # | Mandatory | Do not add parentheses or Hyphens [(), -] |
| Phone Extension | Optional | Do not add 'ext' or 'x' in front of the number |
| Full Name | Mandatory | As to be displayed |
| Loan Type | Optional | Indicate Mortgage, HELOC or HeLoans. Add a pipe to separate different loan types (e.g. 'Mortgage/HELOC') |
| Role | Mandatory |
Indicate the roles as required. For multiple roles: Use pipes (e.g. "Loan Officer/Super") |
| Status | Mandatory | 'PROVISIONAL' and 'INVITED' to be in all caps |
| Login Method | Mandatory | Add 'email' with no caps. Make sure the accounts do not use SSO login method. |
| Credit Internal Account Identifier | Optional | Some clients using credit need a credit internal account identifier |
Notes:
- All new users must first be added with the Status: PROVISIONAL.
- If a user is not added as PROVISIONAL first, you will see an error "Lender Not Found."
- The steps listed below should be followed in the order listed.
Upload the CSV and create new users in Blend
1. As an admin, navigate to Your settings
2. Select Setup
3. In the Users section, click the ellipses (...)
4. Click Upload CSV
5. Click Choose File and select the CSV file you prepared
6. Click Parse CSV
Tip: Success will result in a message in red saying “Successfully updated x/x” - if any errors occur, review the file, make any needed changes, and re-upload.
7. Upon success, a provisional record will be created.
- No alerts are triggered on the creation of a provisional user.
- Provisional users are not visible within the lender system – e.g., a lender-user cannot assign an app to a provisional user.
- Loan assignments may, however, be applied to a provisional user via a referrerId.
Create a full record & trigger email of an activation link to user
1. Edit the CSV status column to INVITED.
2. Re-upload the CSV (Follow steps 1-6 under the Upload the CSV and create new users in Blend)
3. Upon success, the user will be in the “Pending email verification” state.
Note: A user cannot be fully activated via the bulk actions – i.e., you cannot subvert the requirement for the lender to activate their own account via the welcome email.
DISCLAIMER: The features on this page may not be applicable to your institution. Please reach out to Blend Support for more information on what features are enabled for your use.
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