How To: Import Users

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Warning: We highly recommend and always suggest that you run an Import Job on your test platform first, before you upload the data on live.

To learn how to complete an Import Job, click here.

Important Info regarding special characters Č, Š, Ž and Ć:

If your organisation/business operates using Languages where the following special characters are present - Č, Š, Ž and Ć - and you wish to use the importer to upload content containing these characters to the platform - you will need to contact the accessplanit Support Team.

You can contact us via the Customer Portal or by giving us a call on 01524 389 841.

Creating the Import Profile

First, you need to create an Import Profile to use for the upload. Click here for more information on how to do this.

The Destination for this import would be User.

For this import, one or both of the following fields need to be used as Key Columns in this Import Profile:

  • User ID - this is the unique identifier for the User on the platform.

You are best to use this field for updating Users rather than creating, unless you already have a defined User ID that you would like your Users to have.

  • Email Address - this is the User's email address. This can be a key column unless you allow duplicate emails on the platform, as then this import will override/merge Users.

Below is a screen shot example of an import profile. The profile includes fields all information that can be imported when creating new user records:

 

Filling in the Import File

Then, you need to create your import file that you will use to upload the data.

Below is a Visual Sample File as a template:

  • The 4th row contains descriptions to explain the fields.

  • The Grey fields are Optional should you wish to change it. (If left empty, the platform will automatically generate and populate the field I.E. User ID, Account ID).

  • The Red fields are Mandatory and needs to be filled for the Import to work. (For example: Account Name, Forename, Surname).

 

Here is the template where you can insert your data. The Column headers match the destination field name requirements within your platform. (If any changes/new profiles are made, please refer to https://accessplanit.atlassian.net/wiki/spaces/HG/pages/96895147 ).

 

The sample files contains sample data that will need to be replaced. All imports should be uploaded in a CSV format, as they lack formatting that would otherwise be included within the file.

  • Please note that the field NI Number can be configured to display a different label within your platform. If in doubt, contact the Support Team to verify if this field has been renamed within your platform before importing data into it.