Overview
Customer Self Service (CSS) allows for new users to be created either via the administration interface, or via CSV import. This guide covers the creation of new users via import.With a CSV file, new users can be imported in bulk, saving the administrator from manually creating each record individually. Each row of the CSV file corresponds to a user record.
The following fields are used when importing a user. Fields marked with * are mandatory.
- User ID (generally an email address)*
- Notification Email Address*
- Deactivate User (Yes or No)*
- First Name
- Last Name
- Password
- Force Password Change (Yes or No)
- Job Title
- Section
- Phone Number*
- Fax Number
- Default Cost Centre
- Customer Code*
- Global Catalogue Access (Blank, Denied, Full or ViewOnly)
- Orders Approved By
- Special Instructions
- Contract Items Only (Yes or No)
- Initial Role*
- Approval Type (Blank, SPU, MPU, SPA, MPA, MPAS, H, HC or HAL)
- Approve Non Contract Items (Yes or No)
- Deny Product Entry on Approval (Yes or No)
- Allow Product Entry on Approval (Yes or No)
Step-by-step guide
To Create and Populate the CSV Import File:
- Open a new text file with an editor such as Notepad.
- Copy and paste the following text into the file:
EmailAddress, NotifyEmailAddress, Deactivated, FirstName, Surname, Password, ConfirmPassword, JobTitle, Section, PhoneNumber, FaxNumber, DefaultCostCentre, CustomerCode, GlobalCatalogueAccess, OrdersApprovedBy, SpecialInstructions, ContractItemsOnly, InitialRole, ApprovalType, ApproveNonContract, DenyApprovalProductEntry, AllowApprovalProductEntry - Save the file with an extension of .csv
- Open the newly created CSV file in Excel. The above text should now form the headers of the first 18 columns.
- Populate the spreadsheet with the required data, one line per user record.
- Save the file.
To Perform a User Import:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'User Import' (/zUserImport.aspx).
- Locate the section labelled 'Enter or browse for the flat file containing your User CSV file to be imported.'
- Click the 'Browse' button and locate the previously-saved CSV file.
- Click 'Import Now' to process the user import.
- The text window under the 'Import Now' button will display any success or error messages after the import.
Related help
