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Instead of manually creating website users one by one, administrators can bulk import users, user customers, user IDs and user customers deletions via CSV import. |
With a CSV file, new website users and user customers 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. You can also bulk import User ID changes and user deletionsThe administrator can add new users, user customers, change user IDs or delete website user records one by one by manually creating records individually. However, if there are many records to add or edit, they can be bulk imported via the CSV user import feature. Just prepare the CSV file with each row corresponding to a required or optional fields user record. Example templates can be downloaded from this page.
Import User Records
This procedure adds new users. Fields that are marked with * are mandatory. Some fields may not be in use on your site.
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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 (in most cases, the User ID is the user's email address) |
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| NotifyEmailAddress* |
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Notification | Contact Email Address | | Deactivated | Should user be disabled upon creation? Enter 'Yes' or 'No'. If 'Yes', the user will not be able to login until 'Disabled' is removed in the CMS. NOTE - If left blank, the default 'No' will apply. This means the user will automatically be |
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active| able to login to your website and receive notification of new user registration. | | FirstName | First Name |
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| LastName | Last Name |
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| Password* | Password |
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| ConfirmPassword | Force the user to change |
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to new | their password when they first |
logon | login to your website after the import. Enter |
: | 'Yes' or 'No'. NOTE - If left blank, |
it defaults to | the default 'No' will apply. This means the user does not have to change their password the first time they login. | | 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 | (Only applicable if Cost Centre feature is used.) Default Cost Centre. See guide on Cost Centres. |
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| CustomerCode* | Default Customer |
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Account For custom catalogue use. Enter: Denied, Full, ViewOnly or leave blank| Can the user view the entre product range? Enter 'Denied', 'Full', 'ViewOnly', or leave blank if custom catalogues are not used. | | OrdersApprovedBy | For use with order approvals feature. |
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| SpecialInstructions | Special Instructions |
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| ContractItemsOnly | Contract Items Only. Enter |
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: | 'Yes' or 'No'. | | InitialRole* | Initial Role |
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| ApprovalType | (Only applicable if Approvals has been set up for this user or customer account.) Enter: SPU, MPU, SPA, MPA, MPAS, H, HC, HAL or leave blank |
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| ApproveNonContract |
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Enter: Yes or No| (Only applicable if Approvals has been set up for this user or customer account.) Enter 'Yes' or 'No'. | | DenyApprovalProductEntry | Deny Product Entry on Approval. Enter |
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: | 'Yes' or 'No' | | AllowApprovalProductEntry | Allow Product Entry on Approval. Enter |
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: No |
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1. Create CSV file
Download this csv template or follow the instructions to create one.
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