Overview
The 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. The first row of the CSV file will list the fields you can bulk import for user records. Each subsequent row contains a user record. Fields that are marked with * are mandatory. Some fields may not be in use on your site.
1. Create 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.
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, AllowApprovalProductEntry2. 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. Also, your site may not be using all optional fields. If not used, leave blank.
- 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, you can add it using the Add New Menu Item function.
- 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.
Import User Customer records
The process of bulk importing User Customer records is similar to importing user customers. User Customer records are typically used when a user is associated with more than one customer account. To bulk import user customers, the user ID (EmailAddress) must already exist as a website user.
| Field Name | Field Description |
|---|---|
| EmailAddress* | User ID (in most cases, the User ID is the user's email address) |
| CustomerCode* | Customer account code |
| InitialRole* | Initial user role |
| ApprovalLimit* | Approval Limit. The maximum order limit this user can approve. |
| OrderLimit* | Order Limit. The maximum amount this user can order before approval is required. |
| ReqLimit* | Requisition Limit. The maximum amount of an order for this user in this customer account. |
| ApprovalGroup | If approval groups are used for this customer, enter the Approval Group code assigned to this user. |
| ApprovalMinimum | Enter the minimum amount this user can approve. |
| HideInAccountSelect | Enter 'Yes' or 'No'. If 'yes', this customer account will be hidden from selection and account switching when the user logs onto your website. |
User ID
The required CSV template is provided here or you can create one yourself.
If you're creating one yourself, copy and paste the following header fields into your file.
EmailAddress, CUSTOMERCODE, InitialRole, ApprovalLimit, OrderLimit, ReqLimit, ApprovalGroup, ApprovalMinimum, HideInAccountSelect
Import User ID Changes
The process of bulk importing User ID changes to user records is similar to importing user customers. The required CSV template is provided here or you can create one yourself.
Import User Deletions
The process of bulk importing User deletions is similar to importing user customers. The required CSV template is provided here or you can create one yourself.
Related help
