Users - Import/Export Users File

Summary

User information for any number of users can be added/modified by exporting a users file from the Users page, modifying the file, then importing it to update ECM. Information is provided in a .CSV file.

This feature requires an account feature toggle to be enabled:
Allow import/export of Users file

Instruction summary

Export to edit; import to update

Click Export on the Users grid page
- Note: If the Users page is filtered to show a subset of records, only the filtered records will be exported
The users information will be exported to a CSV file and the file will open
- Export with no existing records in the Users grid will export a CSV file with default values
- Make changes as needed to the file
- Save the file to the file manager
- Click Import on the Users grid page to create or update users from users file with the changes

External ID is a unique ID for each user and job to be used as a reference when importing.

Export and Import Users file - Detailed information

BLANK TEMPLATE

If there are no existing records, a blank CSV template file is downloaded for user to complete

Click Export
Default values are pre-populated on the users file
New employee record: If creating a new employee record, leave User External ID (first column) blank. This value will be auto-populated.
Required fields for completion:
Full Name
Nickname
Job External ID and Rate
Account ID (pre-populated)
Site External ID: Key Code - If there is more than one, separate each with a comma
Job External ID: Rates - if there is more than one, separate each with a comma

EXISTING FILE

If user records exist in ECM, a CSV file of the existing user data as shown on the Users page is downloaded.

Filtered download: Admin can search and filter to create a subset of records before exporting the file; only the subset will be exported to a file to be edited.

Example: User records filtered

CSV file exported per filtered search
Edit the information on the file, save, then click Import
The import window will open. Click Import on the window. Progress will display as file is imported to ECM.
Errors - If one or more errors occur, the file will not be uploaded and error messages will display noting the error and row where the error occurred.
- Click Close to close the window, correct the errors in the file then click Import on the Users page again. When the import window opens, click Import.
Publish of imported file can also be verified on the Publishing page