Overview
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.
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
Download this csv template or follow the instructions to create one.
To create the CSV file for import:
In an editor such as Notepad, open a new text file. You can also use Excel.
- Copy and paste the following text into the file:
EmailAddress, NotifyEmailAddress, Deactivated, FirstName, Surname, Password, ConfirmPassword, JobTitle, Section, PhoneNumber, FaxNumber, DefaultCostCentre, CustomerCode, GlobalCatalogueAccess, OrdersApprovedBy, SpecialInstructions, ContractItemsOnly, InitialRole, ApprovalType, ApproveNonContract, DenyApprovalProductEntry, AllowApprovalProductEntry
- Save the file with an extension of .csv
2. Populate the CSV file with records
- 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): - 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.
- When all records have been entered, save the file.
3. Upload CSV file
To upload the prepared CSV file to your website:
- 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.
- 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.
- Select the CSV file. Once selected, the file name displays next to Choose File.
- To have a registration notification emailed to every new user, tick Send Notification email to all imported users.
- Scroll down and click the Import Now button.
- Check the message box below 'Import Now' to verify your import is successful. Any skipped rows and errors will be displayed.
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