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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.

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titleClick here to view fields...

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

1. Create and populate new users CSV file

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  1. Open this CSV file in Excel. The header text (fields) should be displayed in Row 1 (Line 1) of the first 22 columns. 

    The CSV file should look like this (in Excel):


  2. Enter one user record per row. This means User 1 occupies Row 2 (Line 2), etc. NOTE - Some fields are mandatory. If a mandatory field is not populated for a user record, the user will not be uploaded.

    Fields marked with * are mandatory.

    • EmailAddress*
    • NotifyEmail*
    • Deactivated* (Yes or No)
    • FirstName
    • LastName
    • Password
    • ConfirmPassword (Yes or No)
    • JobTitle
    • Section
    • PhoneNumber*
    • FaxNumber
    • DefaultCostCentre
    • CustomerCode*
    • GlobalCatalogueAccess (Blank, Denied, Full or ViewOnly)
    • OrdersApprovedBy
    • SpecialInstructions
    • ContractItemsOnly (Yes or No)
    • InitialRole*
    • ApprovalType (Blank, SPU, MPU, SPA, MPA, MPAS, H, HC or HAL)
    • ApproveNonContract (Yes or No)
    • DenyProductEntry (Yes or No)
    • AllowApprovalProductEntry (Yes or No)


  3. When all records have been entered, save the file.   

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