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titleClick here for a guide to user fields...

The following fields are used when importing a user. Fields marked with * are mandatory.

Field NameField Description
EmailAddress*User ID
NotifyEmailAddress*Notification Email Address
DeactivatedShould user be disabled upon creation? Enter Yes or No. If left blank, user will automatically be active.
FirstNameFirst Name
LastNameLast Name
Password*Password
ConfirmPasswordForce user to change to new password when they first logon to your website. Enter: Yes or No. If left blank, it defaults to 'No'.
JobTitleJob Title
SectionDepartment
PhoneNumber*Contact Phone Number
Fax NumberFax Number
DefaultCostCentreDefault Cost Centre
CustomerCode*Default Customer Account 
GlobalCatalogueAccessFor custom catalogue use. Enter: Denied, Full, ViewOnly or leave blank
OrdersApprovedByFor use with order approvals feature.
SpecialInstructionsSpecial Instructions
ContractItemsOnlyContract Items Only. Enter: Yes or No
InitialRole*Initial Role
ApprovalTypeEnter: SPU, MPU, SPA, MPA, MPAS, H, HC, HAL or leave blank
ApproveNonContractEnter: Yes or No
DenyApprovalProductEntryDeny Product Entry on Approval. Enter: Yes or No
AllowApprovalProductEntryAllow Product Entry on Approval. Enter: Yes or No




Import

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User Records

1. Create CSV file

Download this csv template or follow the instructions to create one.

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View file
nameUser_Customer.csv
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Import User ID Changes

The process of bulk importing User ID changes to user records is similar to importing user customers. The required CSV template is provided here or you can create one yourself. 

View file
nameUser_ID.csv
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Import User Deletions

The process of bulk importing User deletions is similar to importing user customers. The required CSV template is provided here or you can create one yourself. 

View file
nameUser_Deletion.csv
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Related help

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