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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. Also, your site may not be using all optional fields. If not used, leave blank.

    Fields marked with * are mandatory.

    • EmailAddress*
    • NotifyEmail*
    • Deactivated * (Yes or No, If blank, defaults to No.)
    • FirstName
    • LastName
    • Password*
    • ConfirmPassword (Yes or No. If blank, defaults to 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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