Import Users

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. You can also bulk import User ID changes and user deletions.

Click here for a guide to user fields...

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

Field Name	Field Description
EmailAddress*	User ID
NotifyEmailAddress*	Notification Email Address
Deactivated	Should user be disabled upon creation? Enter Yes or No. If left blank, user will automatically be active.
FirstName	First Name
LastName	Last Name
Password*	Password
ConfirmPassword	Force user to change to new password when they first logon to your website. Enter: Yes or No. If left blank, it defaults to 'No'.
JobTitle	Job Title
Section	Department
PhoneNumber*	Contact Phone Number
Fax Number	Fax Number
DefaultCostCentre	Default Cost Centre
CustomerCode*	Default Customer Account
GlobalCatalogueAccess	For custom catalogue use. Enter: Denied, Full, ViewOnly or leave blank
OrdersApprovedBy	For use with order approvals feature.
SpecialInstructions	Special Instructions
ContractItemsOnly	Contract Items Only. Enter: Yes or No
InitialRole*	Initial Role
ApprovalType	Enter: SPU, MPU, SPA, MPA, MPAS, H, HC, HAL or leave blank
ApproveNonContract	Enter: Yes or No
DenyApprovalProductEntry	Deny Product Entry on Approval. Enter: Yes or No
AllowApprovalProductEntry	Allow Product Entry on Approval. Enter: Yes or No

Import Users

1. Create and populate new users CSV file

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

User_Import.csv

To create the CSV file for import:

In an editor such as Notepad, open a new text file. You can also use Excel.
Click here for a guide to creating the file in Excel...
1. Copy the header text.
EmailAddress, NotifyEmailAddress, Deactivated, FirstName, Surname, Password, ConfirmPassword, JobTitle, Section, PhoneNumber, FaxNumber, DefaultCostCentre, CustomerCode, GlobalCatalogueAccess, OrdersApprovedBy, SpecialInstructions, ContractItemsOnly, InitialRole, ApprovalType, ApproveNonContract, DenyApprovalProductEntry, AllowApprovalProductEntry
2. Open a blank Excel worksheet.
3. Click to select the first row in the first column,
4. Paste the text into the cell.
5. In the popup window, select the Data menu, then click Text to Columns.
6. Select Delimited, then Next.
7. Tick Comma. If it’s correct, you’ll see lines between each row of data.
8. Click Next.
8. Click Finish.
9. Save the file. The data will now be correctly formatted into the columns.
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.
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)
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. NOTE - Users flagged as initially deactivated will not be sent an email notification.
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.