How to bulk assign licenses in Apsona?

Bulk Assigning Multi-Step Reporting (MSR) Licenses

Step 1: Go to Apsona → Manage Licenses and list the users who need the MSR license.

Step 2: Create a CSV file with two columns:

  • User Name
  • Package License (use apsona_msr for all users)

Step 3: In Salesforce, open
Apsona → User Package License → Tools → Import.

Step 4: Upload the CSV file and complete the import.

Step 5: Re-check under Manage Licenses to confirm all selected users now have MSR assigned.

Bulk Assign Licenses for Access level (Standard, View Only, Button) Doc merge and Charts -

  1. Prepare Your CSV File

Your CSV must contain at least the following columns along with User Name:

User Name → Access Level, Doc Gen, Charts

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  1. Upload the CSV in Apsona
  • Go to Apsona App → Settings → Manage Licenses → Assigned Users.
  • Click Bulk Assign.
  • Upload your prepared CSV and click Next.
  1. Review & Validate
  • Apsona will parse the file and show a preview.
  • Review the mapping of CSV columns to Apsona fields.
  • If errors are found (e.g., duplicate usernames, missing values), correct your CSV and re-upload.
  1. Import
  • Once errors are resolved, click Import.
  • A success message means all licenses are assigned.

Bulk Assigning Licenses Video Tutorial

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