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title | Click here for a guide to user fields... |
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The following fields are used when importing a user. Fields marked with * are mandatory. Field Name | Field Description |
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EmailAddress* | User ID |
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NotifyEmailAddress* | Notification Email Address |
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Deactivated | Should user be disabled upon creation? Enter Yes or No. If left blank, user will automatically be active. |
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FirstName | First Name |
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LastName | Last Name |
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Password* | Password |
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ConfirmPassword | Force user to change to new password when they first logon to your website. Enter: Yes or No. If left blank, it defaults to 'No'. |
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JobTitle | Job Title |
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Section | Department |
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PhoneNumber* | Contact Phone Number |
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Fax Number | Fax Number |
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DefaultCostCentre | Default Cost Centre |
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CustomerCode* | Default Customer Account |
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GlobalCatalogueAccess | For custom catalogue use. Enter: Denied, Full, ViewOnly or leave blank |
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OrdersApprovedBy | For use with order approvals feature. |
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SpecialInstructions | Special Instructions |
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ContractItemsOnly | Contract Items Only. Enter: Yes or No |
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InitialRole* | Initial Role |
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ApprovalType | Enter: SPU, MPU, SPA, MPA, MPAS, H, HC, HAL or leave blank |
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ApproveNonContract | Enter: Yes or No |
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DenyApprovalProductEntry | Deny Product Entry on Approval. Enter: Yes or No |
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AllowApprovalProductEntry | Allow Product Entry on Approval. Enter: Yes or No |
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Import Users
1. Create
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CSV file
Download this csv template or follow the instructions to create one.
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- In the CMS, navigate to Users → User Imports. Or when logged in as Administrator on your site, Accounts → User Import (/zUserImport.aspx). NOTE - If this page has not been set up for your website, please contact Commerce Vision for assistance.
![](/download/attachments/7864810/image2021-8-19_7-48-13.png?version=1&modificationDate=1629323248263&api=v2&effects=drop-shadow)
- In the first section of the page called 'Enter or browse for the flat file containing your User CSV file to be imported.', click the Choose File button.
![](/download/attachments/7864810/image2021-8-19_7-46-17.png?version=1&modificationDate=1629323132550&api=v2)
- Select the CSV file. Once selected, the file name displays next to Choose File.
![](/download/attachments/7864810/image2021-8-19_7-56-17.png?version=1&modificationDate=1629323732920&api=v2)
- To have a registration notification emailed to every new user, tick Send Notification email to all imported users. NOTE - Users flagged as initially deactivated will not be sent an email notification.
![](/download/attachments/7864810/image2021-8-19_8-8-49.png?version=1&modificationDate=1629324484950&api=v2)
- Scroll down and click the Import Now button.
![](/download/thumbnails/7864810/image2021-8-19_7-57-16.png?version=1&modificationDate=1629323791800&api=v2)
- Check the message box below 'Import Now' to verify your import is successful. Any skipped rows and errors will be displayed.
![](/download/attachments/7864810/image2021-8-19_8-3-43.png?version=1&modificationDate=1629324178037&api=v2)
Import User Customers
1. Create the CSV file
Download this csv template or follow the guide for Users to create one.
View file |
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name | User_Customer.csv |
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height | 250 |
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Related help
Content by Label |
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showLabels | false |
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max | 5 |
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spaces | KB |
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showSpace | false |
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sort | modified |
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reverse | true |
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type | page |
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cql | label = "user-website" and type = "page" and space = "KB" |
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labels | kb-how-to-article |
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